Feel the confidence of a PhysicianWealth-powered 401k portfolio.

Sit back and relax while we manage your portfolio.

Eliminate Confusion.
Risks, returns, fees - there is a lot to consider when selecting funds for your portfolio. We do the research. So you don't have to.

Reduce Fees.
Don't waste your hard-earned money on fees. We look for low-fee funds so your money can be used to invest in your future.

Feel Confident.
Feeling nervous about your portfolio? We build your portfolio using three Nobel-prize winning methodologies.

Maximize returns.
You shouldn't have to settle for less than the best.
At PhysicianWealth, we seek to maximize your return for your risk appetite.

An intelligent portfolio. A wealth strategy.
In under 5 minutes.

Eliminate Confusion.

We securely connect to your 401k provider to automatically assess each available fund. We do the research so you don't have to.

Reduce Fees.

We don't let high fees get in the way of your ultimate wealth goal. Kinetik seeks low portfolio fees so your money stays invested in your future.

Maximize Returns.

Our algorithm is based on two Nobel prize winning methodologies. We will recommend a portfolio that aims to maximize returns for your risk appetite.

401k complexity, simplified.
But what's under the hood?

Selective about fund selection.

PhysicianWealth's algorithm selects funds that may help maximize your portfolio return and eliminates those that may not. And the best part – it all happens automatically.

Funds We Use

Lower Cost Funds
Less you pay, more you keep in pocket
Index Funds
Usually tracks market, lower cost
International/Emerging Mkt Funds
Provides diversification outside USA
Bonds and Treasury Funds
Attempts to reduce risk exposure
Value Funds
May outperform growth in long run

Funds We Avoid

Higher Fee Funds
High fees reduce your returns
Target Date Funds
One size should not fit all
Confusing Funds
No room for funds with identity crisis
Pre-Mixed Funds
Funds that make you pay fees 2 times

A personalized portfolio. Built on the Nobel prize-winning efficient frontier.

There are countless ways to construct a portfolio. But for your desired risk, you should maximize your expected return. That portfolio lies on the efficient frontier.

We build your personalized portfolio on the PhysicianWealth efficient frontier, so we’re aiming for maximum returns for your risk level.

A simulation of your wealth potential

No matter how much you save
Sign up now to start growing

63% of Americans aren't investing properly for their risk appetite.

Let us help design your optimal portfolio.

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