You deserve a smarter way to invest.

Covestor was founded on the idea that emerging investment managers and smaller established managers can perform better than their counterparts at larger funds and deliver unique investment strategies that can help investors regardless of market direction.

Covestor’s Multi-tiered Platform and Selection Process

Covestor Sandbox:  Open platform attracting managers from across the world

Covestor Retail Marketplace:  A curated platform designed to meet the needs of retail investors, overseen by our investment committee. The broad spectrum of 100+ alternative and core strategies include:

• Long/Short US Equity
• Concentrated Portfolios
• Merger Arbitrage

• Corporate Activism
• Closed-End Fund Arbitrage
• Relative Strength / Momentum

Covestor Investment Management:  A refined set of investment managers whose strategies cater to institutional investors and pass the investment criteria and operational due diligence required for institutional portfolios.

A Unique Manager platform

• Managed, separate account structure;
• Simplified, non-layered fee structure for asset management;
• Liquidity, with no-lockups (achieved in 1-2 business days); and
• Transparent investment strategies at the security level.

Covestor has established the first online marketplace for Emerging and Alternative Investment Managers to reach a broad market of both retail and institutional investors.

Covestor was founded on the idea that emerging investment managers and smaller established managers can perform better than their counterparts at larger funds and deliver unique investment strategies that can help investors regardless of market direction.

Covestor let's you focus on what you do best – investment management – and we do the rest.
We help you:

• Reach.  Covestor reaches over 50,000 prospective investors across the U.S. each month, including family offices and endowments.
• Build.  We help you establish a publishable track record and create an online and social presence to tell your story to attract assets.
• Promote.  We leverage our social media, public relations, and online capabilities to help you establish your brand and grow your business. In the past year alone, Covestor has generated over $50m in publicity for the managers on our platform.

How does Covestor attract clients?

We have created an effective system to market investment managers’ investment models. Our channels include:

• Content Generation.  We write articles, blog posts and investing guides promoting managers’ investment model strategies, which draw qualified leads to our website and to the managers’ investment models;
• Content Distribution.  We distribute content through partnerships with major media outlets such as MarketWatch, TheStreet.com, Google and Yahoo!Finance in addition to Covestor’s own blog and publication Smarter Investing;
• Advertising.  Covestor promotes selected investment models through paid advertising on financial sites.

There are no costs to be on the platform. If a client decides to invest in your investment model, we share a portion of the management fee with you. We handle all the account opening, back office and client service work, freeing you to simply manage your investment model.