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CleverAlpha invests your money allowing you to focus on what
you do best
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INVESTMENT SAVINGS 
ACCOUNTS FOR KIDS 
INDIVIDUAL RETIREMENT 
SMALL BUSINESS IRA 
IRA ROLLOVERS 

What is a Robo?  a robot investment manager
Not an actual  ROBOT but a computer driven investment model tailored for your needs

Why?  Because most investment managers use some degree of rules-based strategies for their investment choices but ours is more robotic or systematic in nature
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

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see what we do
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ALTS

BONDS

STOCKS

Why pay an expensive Wall Street firm to manage your money when chances are they’re simply using an algorithm?

see what your retirement could look like

ACCUMULATION

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RETIREMENT PLANNER

DISTRIBUTION

see which retirement plan you can roll into

401k into an IRA?              YES 

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Roth IRA into a 401k?               NO 

ROLLOVER ANALYZER

EDUCATIONAL PORTAL

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stay informed with simple video explainers on investing, markets and more

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Diversified
globally diversified portfolios spanning the asset class categories from stocks, bonds, real estate, commodities and even crypto if you choose

DIVERSIFIED

Systematic
systematically rebalancing your tailored portfolio according to your comfort level with risk and your contribution desires and distributions requirements

SYSTEMATIC

ETF
we scan the universe of ETFs focusing on the lowest fee funds allowing your money to better compound your returns over time

ETF

crypTo
is more than just Bitcoin and we'll help you participate in the revolution

CRYPTO

ESG
socially responsible investing via environmental, social and governance  frameworks for the conscientious investor

ESG

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