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.
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CleverAlpha invests your money allowing you to focus on what
you do best
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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
What is a Robo? a robot investment manager
Not a ROBOT per se but a computer driven investment model tailored for your needs
Why? Because most investment managers have some degree of rules-based strategies in their investment choices - just some are more human and ad hoc in nature whereas some - like ours - are more robotic or systematic in their processes
We believe that automated investing in diversified portfolios built with low cost ETFs gives you the best chance for performance
Why pay an expensive Wall Street firm to manage your money when chances are they’re simply using an algorithm?
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