Robo rebel: Personalized investment management based on science, available to all, and at a great value!

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Wouldn't it be great to have a professional to help you choose how to invest your hard earned money? Unfortunately, most financial firms that will actively take care of you and that don't charge you large up-front commissions require $100,000 to $500,000 account minimum with fees of 1-2% per year.

Now with our Robo rebel we'll help you manage your investments with fees of only 0.5% or less!

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Optimize your investments, organize your finances, and simplify your life:

When you sign-up for our Our Robo rebel platform you'll get access to our rebel Financial Personal Website (rFPW) where you can track all of your investment and retirement accounts, link outside accounts, and organize your entire financial picture all while empowering you to delegate the management of any investment account to us to manage for you with precision and diligence.

The rFPW Portal

Managing your financial goals has never been simpler. With our custom built rFPW portal, you'll have 24/7 access to all your accounts. No more going from site to site to manage your finances. And, with our convenient rFPW webinars, you'll learn how to handle everything on your own and save time!

Don' take our word for it, check out our reviews on Google:

Green-Quotations-100x92Unfortunately, we are prohibited from posting testimonials/reviews on our website by the SEC and the state regulatory authorities. However, we are allowed to have reviews on 3rd party sites on which we have no ability to manipulate them in our favor so that both positive and negative reviews can be equally evaluated by potential clients. Please view our reviews on Google Reviews by clicking here.

Sometimes you don't need a Financial Planner:

Absolutely! Sometimes you don't need extensive expertise to do comprehensive financial planning. So why pay for it?  However, most of us would still benefit from someone looking after our investments in the meantime to make sure they are growing optimally and protecting us from the next inevitable downturn.

  • Delegate investment management to us

    You’re busy with your life and your profession. You don’t have time to be the best at our profession as well as your own. That’s why we created Robo rebel to be a low cost and low maintenance partner to help you organize your financial life and optimize your investment performance.

  • A custom investment strategy for you

    Your account manager will work with you to make sure that your investment strategy matches your personal goals and preferences. We have over 100 model portfolios and can tailor yours to be: Tax Managed, Socially Responsible, Christian Values oriented, Halal/Sharia compliant, among other strategies.

  • Reduced costs & committments

    Because you are not hiring a traditional financial advisor, we can automate a lot of our processes, which drives down costs, account minimums, and removes restrictive contract terms. Additionally, the foundation of our firm is built upon, talented financial advisors so if/as  your needs change in the future it’s easy to change to an advisor driven plan.

Get an immediate analysis of your existing investment/retirement account(s)

By clicking the "Get Started" button you will have the ability to import a snapshot of your existing accounts and see how they stack up to our model portfolio. Then, at the click of a button, you may easily transfer any account over to Robo rebel that you desire.

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You can also check out our reviews on Angie's List:

Green-Quotations-100x92 Again, we are prohibited from posting testimonials/reviews on our website by the Regulatory authorities. However, we believe that our clients' experiences and insights are important part of evaluating whether you would like to hire us as your investment/planning advisor. We invite you to inspect our reviews on Angie's List by clicking here.

Simple and transparent

We do not like complex contracts, with high-fees, low transparency, and "gotcha" clauses. We treat our clients the way we would want to be treated and manage your money how we manage our own.

Try it free now. No credit card required.

You can import your account data and get an immediate, in-depth analysis of your portfolio(s). Then, decide if you want to delegate one or more of your accounts to our diligent oversight.

View our other service models