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.