Re-invest your RSUs into a portfolio
Go from one stock to a BlackRock strategy — no account minimums.
Access top institutional portfolios from BlackRock
Candor helps you get direct access to institutional-grade portfolios that are not normally available to the general public.
BLACKROCK’S TRACK RECORD
$10T+AUM
16,500Employees
30+Countries
All trademarks are property of their respective owners. An asset manager has provided this model portfolio to Candor to make available to its clients. The fees that this asset manager receive from investments in the funds constitute the asset manager’s compensation. This may result in model portfolios that achieve a level of performance less favorable, or reflect higher fees, than otherwise would be the case if they were not allocated to to this funds. Candor is ultimately reponsible for approving portfolios and when possible, ETFs may be substituted for lower-fee equivalents at Candor's discretion.
like a hedge fund in your pocket
What are institutional portfolios?
Not available on retail platforms
Roboadvisors don't carry these strategies. Brokerages only offer them to the ultra-wealthy.
Save on taxes
Advisor-managed portfolios often generate extra taxes with rebalancing. Our portfolios don't generate extra taxes.
Sophisticated models
Direct access to the world's top investment firm to use their models directly.
Globally diversified to weather
market events
Alternatives
U.S. Fixed Income
U.S. Equities
International Equities
Sector Equities
Alternatives
U.S. Fixed Income
U.S. Equities
International Equities
Sector Equities
Alternatives
U.S. Fixed Income
U.S. Equities
International Equities
Sector Equities
Capture the most value
Every year the market winner is different.
Invest in a broad basket of winners.
Invest in a broad basket of winners.
Based on S&P 500 sector returns from 2012 to 2022, see "S&P 500 Sector Quilt" by Ben Carlson. All investing involves risk and diviersification does not guarantee positive results. Results will depend on your individual factors and circumstances, including your personal investment decision-making.
Intentions in the right place
Unlike brokerages, we’re a fiduciary
Brokerages can get kickbacks for recommending less-than-optimal strategies.
Our revenue comes from serving you and only you.
Save on taxes
Over the 94-year period ending in 2019, investors gave up from 1 to 2 percentage points of their annual returns to taxes.
Unlike traditional advisors, Candor's Tax-free rebalancing doesn't cause a tax liability during ongoing portfolio management. Based on a study by Morningstar, investors gave up from 1 to 2 percentage points of their annual returns to taxes over the 94-year period ending in 2019.
Impact of taxes on investment returns, 1926-2019
Average annual return %
2%
net returns per year
Unlike traditional advisors, Candor's Tax-free rebalancing doesn't cause a tax liability during ongoing portfolio management. Based on a study by Morningstar, investors gave up from 1 to 2 percentage points of their annual returns to taxes over the 94-year period ending in 2019.
No performance fees, ever.
Candor charges a portfolio management fee based on assets under management (AUM). Additional miscellaneous fees may apply for certain transactions. See Form CRS (conversation starters) and the Wrap Fee Program Brochure for more information. Form CRS (conversation starters) and Wrap Fee Program Brochure.
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Get the most from your RSUs
Try it out
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See your RSU recommendations
Experiment with settings
Sign up only when you’re ready.
now
Holding until your shares reach $415.
Frequent questions
Can I use Candor if I already have an advisor?
Yes. You can choose to withdraw your money as cash and re-invest it outside Candor. Note that you won't be able to advantage of some tax optimizations (like tax-free rebalancing) if you do so.