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To offer small Banks and Credit Unions a stand alone investment management platform that will service and monetize current customers in a manner that many of these institutions currently are not.
invest
CleverAlpha invests your money allowing you to focus on what
you do best
We believe that automated investing in diversified portfolios built with low cost ETFs
gives you the best chance for performance
We've brought together the best of
Wall Street, Silicon Valley and Academia
To manage your assets with a guiding principle to invest in the lowest fee ETFs so that your money can grow for you
Setting up an account is easy handled completely on-line without cumbersome wet signatures or snail mail
We allocate your portfolio according to your goals and your comfort with risk and we monitor your portfolio every day to look for opportunities
You can be invested in minutes moving you towards a more sound financial future while we protect your data in the most secure way possible
see what your retirement could look like
stay informed with simple video explainers on investing, markets and more
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