E*TRADE Core Portfolios, a Morgan Stanley company, combines professional investment management with automated technology to provide comprehensive portfolio services. The platform creates customized, diversified portfolios using expert-selected investments, with options for socially responsible investing. Portfolio management includes automated monitoring and rebalancing to maintain alignment with individual goals and risk tolerance. The service features tax-loss harvesting capabilities to help optimize tax efficiency. Investors can track their progress through online monitoring and monthly reports, with flexibility to adjust investment strategies as goals change. The platform emphasizes a hands-off approach for investors while providing active portfolio management and ongoing optimization. Core Portfolios handles day-to-day investment decisions, allowing investors to focus on their long-term financial objectives while maintaining visibility into their portfolio's performance.
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