We invest. You invest with us.

Here’s how it works:
  • All investments sit in your own brokerage account so you’re in complete control of your money every step of the way.
  • When you invest in a portfolio, all securities in that portfolio are bought for you and placed in your account.
  • Each time the portfolio manager places a trade, the same trade is automatically made for you. Trades are bundled so that everyone receives the same price per share.
  • Our technology reviews each trade to ensure it is suitable for you.
Why choose us
Lower costs
With annual management fees starting at just 0.08% and industry low brokerage fees, we work hard to save you money.
Suited for you
You choose your level of engagement. We ensure investments are right for your risk tolerance level. You can restrict securities you don't want to trade.
Complete transparency
Keep track of all aspects of your account using our online dashboard. Use our calculator to estimate fees. See a wide array of information and metrics for every product.
Curated portfolio selection
We offer a wide range of portfolios all managed by registered investment advisers. Our Investment Team carefully selects and continuously monitors each portfolio.
Human help
Get unlimited, free help from our highly-trained investment professionals.
IBKR
Trade with IBKR
Want to invest on your own? Our sister company Interactive Brokers LLC provides access to stocks, bonds, options, ETFs, mutual funds and more.