Swap your RSUs for a portfolio

Go from one stock to a BlackRock strategy — no account minimums.
Swap your RSUs for a portfolio

We give you access to the top institutional portfolios

Candor portfolios presentation
Candor helps you get direct access to institutional-grade portfolios that are not normally available to the general public.
OUR PARTNERS’ 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.Show more
Candor portfolios presentation
like a hedge fund in your pocket
What are institutional portfolios?

Not available on other platforms

Roboadvisors don't carry these strategies. Brokerages only offer them to the ultra-wealthy.
What are institutional portfolios?
What are institutional portfolios?
No extra taxes
Normally portfolios generate extra taxes when they rebalance. Ours don't generate extra taxes.
No extra taxes
Sophisticated models
Direct access to the world's top investment firm to use their models directly.
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
PORTFOLIO SUMMARY
capture the most value
Every year the market winner is different.
Diversify to get the winner every time.
Every year the market winner is different
Every year the market winner is different
Unlike wealth managers,
we’re a fiduciary
Brokerages often get a kickback for recommending less-than-optimal strategies. We don’t.

Our revenue comes from serving you and only you.
Pay less taxes to grow wealth faster
Traditional advisors
35%
cap gains tax on rebalance
Tax-saving
Candor portfolios
0%
TAX-FREE rebalancing

Increase returns by saving taxes

Over the 94-year period ending in 2019, investors gave up from 1 to 2 percentage points of their annual returns to taxes.
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
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 fee based on assets under management (AUM). Additional miscellenous 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.
protect your salary

Get the most from your RSUs

Trading Plan
Sell you RSUs more efficiently with a 10b5-1 plan.
Learn more

Tax optimizations
Choose from 3 tax settings to keep more of what you earn
Learn more

Price triggers
Sell your RSUs at a better price. No trading windows.
Learn more
Try it out

Get clarity today

See your RSU projections
Play around with settings
Sign up only when you’re ready.
Become a client
now
Holding until your shares reach $415.

Frequent questions

General
Trading plans
Taxes
Portfolios
How is Candor different than...
Security

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.

How are Candor's portfolios different than investing with Betterment or Wealthfront?

What are Candor's portfolio fees?

How are the portfolios designed?