MissionSquare Wealth Management
Cost-Effective ETFs Make It Easy To Diversify
Exchange-traded funds allow you to quickly and affordably invest in hundreds or thousands of companies in a single investment.
Exchange‑traded funds offer an efficient way to diversify by providing exposure to a broad range of companies, asset classes, or market segments through a single investment. Because ETFs trade on an exchange like stocks, they offer flexibility and transparency while typically maintaining lower costs. By investing in many securities at once, ETFs can help investors build diversified portfolios that align with their goals and risk preferences.
Index ETFs
Track the performance of your preferred market benchmark with an index ETF. Choose from broad indexes, such as an S&P 500 ETF, or more specific funds, like a small-cap or mid-cap growth ETF.
Sector ETFs
A sector ETF focuses on a collection of companies that operate in a specific industry. MissionSquare Wealth Management offers the ability to purchase ETFs from different tracking sectors like real estate, health care, utilities, and more.
Target-Date ETFs
A target-date ETF adjusts its holdings as it approaches its maturity date. So, a 20-year target-date ETF decreases in risk the closer it gets to its 20-year term.
Dividend ETFs
Dividend ETF stocks have a history of paying yields to investors. The more you invest, the more you could earn each year on top of any ETF growth.
Cost Efficiency
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ETFs typically come with lower expense ratios than mutual funds and commission-free trading. They’re usually passively managed, which makes them an affordable option for investors of all stages.
Diversification
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Investing in just one ETF can give you exposure to a basket of securities spread across sectors or geographies. At MissionSquare Wealth Management, you can choose most ETFs listed in the marketplace excluding leveraged, buffered, inverse, cannabis, and ESG ETFs.
Accessibility and Liquidity
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Invest with any budget by choosing between whole or fractional ETF shares. When you’re ready to sell, you can trade any time during market hours.
Tax Efficiency
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ETFs can help minimize capital gains distributions due to an in-kind creation and redemption process that allows shareholders to help mitigate tax costs.
[b3-regular]Exchange Traded Funds (ETFs) are subject to market risk, including the possible loss of principal. The value of the portfolio will fluctuate with the value of the underlying securities. Investors should consider an ETF’s investment objective, risks, charges, and expenses carefully before investing. Diversification does not ensure a profit and may not protect against loss in declining markets. [/b3-regular]
Frequently Asked Questions
Who should invest in ETFs?
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ETFs can be a good option for both beginner and more seasoned investors. They have built-in diversification and tend to be easy and affordable to trade on any timeline.
What kinds of ETFs does MissionSquare Wealth Management offer?
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MissionSquare Wealth Management offers the ability to purchase all ETFs available in the marketplace except for those in the following categories: leveraged, buffered, inverse, cannabis, and ESG.
How do I invest in an ETF with MissionSquare Wealth Management?
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Use your account funds to purchase ETFs directly within your MissionSquare Wealth Management brokerage account.
Log in to get started.
[b3-regular]Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stocks, mutual funds, and ETFs involves risks, including the loss of principal.[/b3-regular]
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Browse commission-free ETFs at MissionSquare Wealth Management.
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Mutual Funds
Invest in mutual funds at MissionSquare Wealth Management to access hundreds of professionally managed funds.
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Stocks
Choose individual stocks and buy either whole or fractional shares to create your own customized portfolio.
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Personal Investing
Add flexibility and control to your portfolio with a MissionSquare Wealth Management brokerage account or IRA.
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[b3-regular]Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stocks, mutual funds, and ETFs involves risks, including the loss of principal.[/b3-regular]
[b3-regular]A single ETF can provide broad exposure across sectors or geographies, but it does not eliminate market risk. At MissionSquare, you may invest in ETFs listed on the marketplace, excluding leveraged, buffered, inverse, cannabis, and ESG ETFs. [/b3-regular]
[b3-regular]Exchange‑traded funds (ETFs) can offer an efficient way to diversify by providing exposure to a broad range of companies, asset classes, or market segments through a single investment. ETFs trade on an exchange like stocks, offering flexibility and transparency while typically maintaining lower costs. However, ETFs are subject to market risk, including the risk of loss, and their value can fluctuate based on changes in market conditions, interest rates, or the performance of the underlying securities. Diversification does not eliminate the risk of market loss. By investing in many securities at once, ETFs can help investors build diversified portfolios that align with their goals and risk preferences.[/b3-regular]
