Insurance, Annuities, and Investments
Fortuna, by MML Investors Services, is a digital investment platform providing automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor.
We craft a diversified portfolio comprised of
low-cost ETF investments based on your individual situation. We then auto-rebalance
your investments over time to keep you on track.
Investing made easyOpening an account is simple. Plus, you can get started for as little as $5,000 in investable assets.
24/7 access to your investments on any deviceGet updates on your portfolio anytime on any device. You’ll also receive a weekly email containing your portfolio status and email updates on trades, dividends, and asset milestones.
Tax-efficient, low cost ETF portfolios
Fortuna can manage multiple accounts together, which allows it to allocate your holdings in a tax-efficient way, helping to avoid realized capital gains and opportunistically harvesting tax losses.
Image above represents the Fortuna client dashboard. It is for illustrative purposes only. As with any investment, there can be no assurance of future performance with Fortuna.