Edition304Q2023THERANKINGEDITIONTheRoboReportBringingTransparencytoRoboInvestingKenSchapiro,MBA,CFAChiefExecutiveOfficerDavidGoldstone,CFAManager,InvestmentResearchThomasLeahy,CFAFinancialAdvisorKristopherJones,CFAFinancialAnalyst2TheRoboReport&RoboRankingWelcometoTheRoboReport&RoboRankingCondorCapitalWealthManagementisproudtopublishthe30theditionoftheRoboReport®,coveringthefourthquarterof2023,andthe12theditionoftheRoboRanking®.ThisReportisacontinuationofanongoingstudythatmonitorswell-knownroboadvisors.Westrivetoprovideareliableresourceforbothinvestorsandprofessionalsinterestedinthedigitaladviceindustry.Highlights→Overthreeyears,SchwabDomesticFocus,Wealth-front,andZacksAdvantageledwiththeirU.S.equity→MerrillGuidedInvesting,thewinnerofBestallocations,showcasingthevalueofdomesticexpo-OverallRobo,distinguishesitselfwithatieredsureinatoughglobalmarket.servicemodelandrobustperformance,high-lightedbyitsstrategicinvestmentchoicesand→Inthetrailingfiveyears,Wealthfront,FidelityGo,comprehensiveplanningtools.andZacksstoodoutduetolarge-capU.S.equities.→ThewinnersofBestRoboforDigitalFinancial→ThepastfiveyearsinfixedincomeemphasizedthePlanning,EmpowerandWealthfront,serveasanbenefitofdurationmanagementandmunicipalbonds.exampleofsimpleyeteffectiveonlineplanning.→SoFi,USBank,andStashexcelledinone-yearper-formance,bene...
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