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Build Wealth while Saving for Your Biggest Purchases


The Indexperts digital wealth management platform lets your money grow. Use it when you need it.
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Building a foundation of knowledge for every season of investing


Not only is the Indexperts platform easy, but it's designed to deliver the best long-term results through the Indexperts' four factor discipline: earnings quality, direct ownership, minimized cost, and transparency. 

Select an age to learn more.


Pre-Teens
Teens
Young Adults
Adults
Seasoned Investors
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Building a foundation of knowledge for every season of investing


Not only is the Indexperts platform easy, but it's designed to deliver the best long-term results through the Indexperts five factor discipline: earnings quality, investor ownership, managing cost, control, and transparency. Also, traditional ways to save both pre-tax and post-tax are available.

Select an age to learn more.


Pre-Teens
Teens
Young Adults
Adults
Seasoned Investors
Investor Institute Insight Series for

Pre-Teens

Our children are the future and should begin to learn about finances as early as possible. Little lessons like counting bills by denomination, paying for something in cash, and getting paid for an odd job, will be invaluable to a pre-teen if they're taught in their formative years. A great start for pre-teens is the six guides available for free within this section. Help get your children on the right financial track with the tools found here at Indexperts.

Indexperts Empowers Investors Through the Investment Lifecycle

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Pre-Teens
Investor Institute Insight Series for

Teens

The teenage years have always been a complex and challenging time in life, now made more complicated by the endless stream of text messages, apps, and the many other competing outlets for our time. It's important to learn financial skills that will be used in early adult life before you need them. From the basics of opening a bank account, to understanding bank statements and taxes, Indexperts allows teens to become financially literate as they earn, save, and give.

Indexperts Empowers Investors Through the Investment Lifecycle

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Teens
Investor Institute Insight Series for

Young Adults

As teens enter adulthood, their financial lives become more complex. Young adults often must begin to pay off significant student debt, while also budgeting for clothes, meals, and rent for the first time. Indexperts will help young adults become financially savvy adults with insights on how to control debt, get insured, save for a home, and even budget for giving.

Indexperts Empowers Investors Through the Investment Lifecycle

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Young Adults
Investor Institute Insight Series for

Adults

As adults advance in their careers and increase their earnings, it is critical that they are deliberate and disciplined with the usage of surplus funds. Goals such as purchasing a new home or investment property, funding college for children, or ensuring a secure retirement, all require a long-term investment philosophy to achieve results. With Indexperts, it is simple for adults to invest in a diversified, high-quality portfolio tailored to their needs, so that they can rest easy knowing they are on the track to success.

Indexperts Empowers Investors Through the Investment Lifecycle

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Adults
Investor Institute Insight Series for

Seasoned Investors

After a lifetime of saving and investing in the markets, seasoned investors can still benefit from the Indexperts smart investing approach. With straightforward enrollment and allocation, seasoned investors can easily add Indexperts to their retirement toolbox. The Indexperts website also allows simple tracking of progress, financial goals, and, most importantly, results.

Indexperts Empowers Investors Through the Investment Lifecycle

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Seasoned Investors

Indexperts Empowers Investors of all Generations

Have an investing question? Choose your age group and check out our instructional books linked below. Indexperts members always get FREE access to all our books and tools.

Pre-Teens Series
Pre-Teens
Teens Series
Teens
Young Adults Series
Young Adults
Adults Series
Adults
Seasoned Investors Series
Seasoned Investor

    HOW IT WORKS!

    See Indexperts in action with the below instructional video. With our innovative and eay-to-use website, you'll be investing in no time!

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