View the entire Frequently Asked Questions (FAQs)

Will QuietGrowth hold my individual stocks or bonds in addition to the QuietGrowth Portfolio it suggests?

No. We do not allow our clients to use their brokerage account, that we open exclusively for their QuietGrowth Portfolios, to hold any of their outside securities such as individual stocks or bonds.

Also read the answers to the related questions:

• Do you factor in my outside investments, such as existing ownership of certain stocks and bonds, when you create my QuietGrowth portfolio?
• Can I replace any of the ETFs in the QuietGrowth Portfolios with own choices?