Invest with
Confidence & Precision
TrustFargo offers a suite of investment solutions tailored to different risk profiles and time horizons. Our advisors help design a plan that fits your goals.
Tailored Strategies
Choose a portfolio that aligns with your financial goals and risk tolerance.
Conservative Growth
Preserve capital with low volatility. Ideal for near-term goals.
- High-quality bonds
- Short-term instruments
- Capital preservation
Balanced Strategy
A mix of stocks and bonds for moderate growth with risk control.
- Diversified sectors
- Global exposure
- Risk management
Aggressive Growth
Focus on equities for long-term growth. Suitable for retirement goals.
- Active strategies
- Index-based options
- Long-term focus
Smarter investing,
better returns.
We combine human expertise with advanced technology to optimize your portfolio. Our algorithms work 24/7 to monitor markets and rebalance your assets.
Goal-Based Planning
We build portfolios around your life goals, not just market benchmarks.
Automated Rebalancing
We keep your portfolio on track automatically as markets shift.
Tax-Loss Harvesting
Advanced strategies to help lower your tax bill and increase after-tax returns.
Frequently Asked Questions
Common questions about our investment services.
How do I get an advisor?
Speak with our wealth team via the Investments page or schedule a consultation from your online banking portal.
What are the fees?
Fee structures vary by product; our advisors provide transparent breakdowns during onboarding. Typically, fees range from 0.25% to 0.80% AUM.
Can I move accounts later?
Yes — we support transfers and rebalancing if your goals change. There are no penalties for moving funds between TrustFargo accounts.
Is there a minimum investment?
Our digital portfolios start at just $500. Dedicated advisor plans typically require a minimum of $25,000.
Start building your future today
Open an investment account in minutes and let your money work for you.