MyFi by Franklin Templeton

Investing Made Easy.

MyFi is offered and operated by Franklin Advisers, Inc., a SEC-registered investment adviser, that is part of the Franklin Templeton global asset management organization. MyFi makes investment advice more accessible and affordable to investors who can start with as little as $50. It offers a simple way for you to invest in a diversified portfolio with an appropriate asset allocation strategy recommended to you based upon your risk comfort level.

How does it work? First, you tell us a little bit about yourself and your investment goal. Then we ask you a set of questions to assess your overall risk comfort level – this helps us build an investor profile for you that seeks to balance the riskiness of investing with potential returns. Next, we match your investor profile to an appropriate solution - building you a portfolio with a proper asset allocation strategy. For many investors the biggest factor in determining long-term investment success has been proper asset allocation (or investing your money in a diversified mix of stocks and bonds – that will help keep you on track working towards your goal while giving equal consideration to your tolerance for risk).

Generally, MyFi takes the “work” out of investing for you. So, while you’re out living your life, MyFi will build your portfolio and manage your asset allocation strategy to help you stay the course for your goal. We will track the progress of your goal and provide you a personal rate of return. Myfi will also automatically rebalance your portfolio to maintain broad diversification across investment asset classes, as well as automatically reinvest your investment dividends and capital gains.

For more information about MyFi and its services, visit www.myfirobo.com

Important information:
Investing in MyFi, or based upon information provided by the MyFi App, entails risks. We make no representation that any use of MyFi will lead to particular investment results, including meeting one’s investment needs or goals.
You may lose money by investing with MyFi or by investing based upon information provided by the MyFi App. Although MyFi’s investment strategy is designed to be prudent and diversified, please remember that all investments, including mutual funds and exchange-traded funds involve risks, including possible loss of principal. Fluctuations in the markets and other factors may cause declines in the value of your account.

Diversification and asset allocation do not guarantee a profit or protect against a loss.

Screen images are for illustrative purposes only and should not be considered investment advice or a recommendation of any particular security, strategy or investment product.

iPhone is a trademark of Apple Inc., registered in the U.S. and other countries.
© 2020 Franklin Templeton. All Rights Reserved.