Octavewealth

OctaveWealth operates an interactive website offering investment advice to retirement plans and their participants. The firm helps plan administrators select low-cost investment menus and default options, and helps plan participants build globally diversified portfolios based on their risk tolerance and retirement goals. OctaveWealth uses proprietary software models to manage portfolios on a discretionary basis, automatically rebalancing accounts as market values change. The firm primarily targets retirement plan sponsors and individual employees participating in those plans.