Invest to achieve your goals

Haven uses smart technology to make investing simple and transparent so you can reach your goals - even faster.

Smarter Portfolios

After learning about you, we’ll build personalized portfolios that maximize returns while maintaining your risk tolerance. As your life changes, we update your strategy accordingly.
U.S. Stocks
35%
Foreign Stocks
27%
Dividend Stocks
8%
Emerging Markets
13%
Municipal Bonds
19%
Natural Resources
5%

Invest with a Nobel Prize-winning methodology

Our investment philosophy is backed by decades of research: over time, a diversified portfolio of low-cost index funds is likely to outperform a high-cost, actively managed portfolio.

Earn and learn

With Haven, you’ll never be kept in the dark about your money. For every transfer we make, we explain the reasoning behind it—learn about personal finances while growing your money.

Trusted funds

Your money will be invested across ETFs built from the biggest investors in the industry.

Simple pricing

Haven manages your full financial picture at a fraction of the cost of a traditional wealth manager.
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Safe and secure

  • Bank–level encryption
  • FDIC Insured
  • SIPC Insured
  • Fiduciary
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