Borderless Investment Advisors

Borderless Investment Advisors provides investment advice through its online platform. Clients complete a questionnaire to determine their risk tolerance, and the platform recommends a portfolio of exchange-traded funds and publicly traded equities. Borderless rebalances portfolios as needed. Clients maintain their accounts with an independent custodian and authorize each trade, except for rebalancing within the same portfolio, where Borderless has authority to complete the rebalance without prior approval.