Asset allocation
Personalized investment advice for the full picture
Holistic view of your entire financial life. Mezzi spots concentration risks, tax inefficiencies, and allocation drifts, and offers personalized advice on how to address them.
Are your ETF and mutual fund investments overlapping with one another and with your individual stocks?
Are you investing for optimal tax efficiency? Do your investments align with your retirement plans?
You've done a great job saving. How do you know how much you can afford to spend?
Go deeper with Mezzi
Allocation
Diversification x-ray
Stocks
58%
Real estate
18%
Bonds
17%
Cash
4%
Crypto
2%
Other assets
34%
Hidden via fund
Direct investment
Direct investment
Information technology
34%
Healthcare
14%
Financials
13%
Consumer discretionary
11%
Energy
6%
Utilities
3%
Holistic advice
Elite financial advice requires the full picture. Mezzi looks across all your assets and loans: brokerages, 401(k)s, IRAs, HSAs, and real estate, offering a holistic view that supports relevant, well-informed advice.
X-Ray to assess risk
Mezzi's Exposure x-ray shows true exposure including what may be hidden in ETFs and mutual funds, surfacing overlaps and concentrations you didn't know existed.
Bespoke recommendations
Cookie-cutter approaches don't build wealth. Mezzi holds every detail of your portfolio, personal profile, and goals to offer clear, entirely custom, completely automated advice.
Tax is top of mind
Mezzi's recommendations carefully consider tax implications, including tax-aware rebalancing, having the right assets in the right accounts, and possible tax-loss harvesting opportunities without triggering wash sales.
To Mezzi, you are the only client.
You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.
