Metabetics Investment Services* offers a wide range of solutions that provide the guidance you need to set investment goals, and the tools you need to achieve them. Choose between traditional investing with a Financial Advisor or automated investing with our new robo-advisor, Metabetics ® PathFinder.

You have a vision of where you want your hard work to take you. Our investment solutions can help that vision become a reality. Through our partnerships with the largest and most experienced fund managers in the industry, we can give you access to portfolio managers and investment products that fit your strategy. Together, we’ll work to create a personalized plan for your goals.

Invest in a way that works for you:

Work 1-on-1 with a
Financial Advisor

Work with a Financial Advisor to create a personalized financial strategy based on your investment objectives. Our dedicated advisors will take the time to understand your goals and create a comprehensive portfolio.

Automate your investing, with

Metabetics®PathFinder

Say hello to Metabeticsr® PathFinder – a new automated investment tool that will help you get started. In just a few minutes, you can open and fund your account online and create a portfolio that’s tailored by Metabetics® PathFinder to align with your goals and risk tolerance. From having your portfolio automatically rebalanced, to the ability to talk to a Metabetics Investment Services Financial Advisor, you’ll see just how simple investing can be with Metabetics® PathFinder. Currently only available to existing Metabetics clients.*