-
A network of experts
We have Model Managers in every discipline, each with their own strategy. Find one who shares your goals.
-
It's their money too
Unlike anonymous institutional managers, our Model Managers have their own money at risk along with yours.
-
Complete transparency
The personal portfolios of all our managers are online, so you can see what they own and look back at their track records.
-
See full details
-
Approach
Fundamental , Sector Focus , Yield Focus
-
Asset class
Equity
-
Geography
US
-
Sectors
Energy
Monthly vs S&P500
13.7%
12 months
-
See full details
-
Approach
Fundamental , Yield Focus
-
Asset class
Multi Asset Class
-
Geography
US
Monthly vs S&P500
4.7%
12 months
-
See full details
-
Approach
Quant/Technical , Yield Focus
-
Asset class
Equity
-
Geography
Global
Monthly vs S&P500
7.8%
12 months
-
See full details
-
Approach
Fundamental , Yield Focus
-
Asset class
Equity
-
Cap Bias
Large caps
-
Geography
US
Monthly vs S&P500
6.8%
12 months
-
See full details
-
Approach
Fundamental , Yield Focus
-
Asset class
Equity
-
Cap Bias
Large caps , Mid caps
-
Geography
US , World ex US
Monthly vs S&P500
6.8%
12 months
-
See full details
-
Approach
Fundamental , Specialist knowledge , Yield Focus
-
Asset class
Debt , Equity
-
Geography
Global
Monthly vs S&P500
0.7%
12 months
-
See full details
-
Approach
Fundamental , Yield Focus
-
Asset class
Equity
-
Geography
US
Monthly vs S&P500
-4.0%
12 months
-
See full details
-
Approach
Fundamental , Yield Focus
-
Asset class
Equity , REITs
-
Geography
US
Monthly vs S&P500
-4.7%
12 months
-
See full details
-
Approach
Fundamental , Yield Focus
-
Asset class
Debt , Equity
-
Geography
Global
Monthly vs S&P500
5.8%
S.I.
-
See full details
-
Approach
Fundamental , Sector Focus , Yield Focus
-
Asset class
Equity
-
Geography
US
-
Sectors
Energy
Monthly vs S&P500
3.0%
S.I.
Covestor's services give ordinary investors more transparency and control than they would have with a traditional mutual fund.
With Covestor you get the active management of a hedge fund or mutual fund, but you get the transparency and safety of an end account.