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Core portfolios

Low cost ETF-only rebalancing portfolios providing market index exposure with management fees between 0% and 1%, and investment minimums between $5,000 and $20,000.

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Satellite portfolios

Active strategies run by portfolio managers attempting to provide outperformance (alpha) with management fees ranging from 0.3% to 1.5%, and investment minimums between $10,000 and $500,000.

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Covestor Qualified

Hedge-fund-like strategies designed for qualified investors with management fees plus performance fees, and investment minimums starting at $500,000.

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as featured in:
  • Kiplingers
  • Forbes
  • Barrons
  • CNBC
  • Bloomberg