By: Neerja Caprihan
Interactive Advisors has won several accolades over the past several years. Every such shout-out makes us proud to be doing what we believe in, and also motivates us to do it even better with each passing year. A recent review1 of robo-advisors caught our eye – we are good for hands-on investing!
In a world that continues to be divided on the virtues and vices of replacing humans with machines, we truly savor this delicious observation that captures one of the many things that we bring to the table – your table.
Freedom Of Choice.
You can choose even the extent to which you want this freedom of choice at any time. If you want less, take a step back and invest in our Asset Allocation portfolios. If you crave more choices, we have a diverse set of managed portfolios. And if you want even more choice then you can open an IB account to trade many of the tradable contracts that the world offers.
So how exactly do we let you choose such levels of engagement? For better insight, let’s break it down:
- We offer more than 65+ portfolios you could choose to invest in.
- Our portfolios are diverse – from the ones managed by third-party portfolio managers to the proprietary investment portfolios designed and managed by Interactive Advisors itself
- We ensure that investments are right for your risk tolerance level by screening all trades against your personal risk score.
- We provide you tools that can help you restrict securities that you don’t want to trade by specifying individual stock exclusions.
- We empower you to align your investments with what you care about, by providing you the ability to indicate ‘practices to avoid’ that in turn, exclude the stocks of companies that do not share your values.
- If you would prefer to let us make a portfolio for you, then we can create a diversified, low-cost portfolio (Asset Allocation) that will be personalized for your needs. You can even customize this within permissible limits.
- We support a wide variety of broker account structures such as Individual, Joint, and IRA (Individual Retirement Account).
- The dashboard provides access to smart tools like goal tracker, and tax-loss harvesting.
- If you want to trade on your own, you can easily upgrade at any time to Interactive Brokers LLC (IBKR) Universal Account®
- If and when you need help, we provide unlimited, free help from our investment professionals. All communication from our end is need-based, minimal and fuss-free.
All this and more for you to discover yourself! And here’s what makes it even more delectable. Our investment minimums start as low as $100!
Because we believe in an individual’s freedom of choice, as much as we believe in the value of the occasional hand-holding that you can rely on when needed.
PHOTO CREDIT: created via wordart
FOOTNOTES AND SOURCES:
1https://www.forbes.com/advisor/investing/best-robo-advisors/
Disclosure Note: Rankings were obtained without compensation or influence from Interactive Advisors.
DISCLOSURES
Covestor Ltd, also known and doing business as Interactive Advisors, is an Interactive Brokers Group Company. It is an investment advisor registered with and regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Interactive Advisors is not registered in any jurisdiction outside the United States. This website is for informational purposes only and is not intended to be a solicitation or advertisement in any jurisdiction other than the United States. See important Terms of Use and our Privacy Policy Notice on our Forms and Agreements page.
Nothing in this article should be construed as a solicitation or offer or recommendation to buy or sell any security or as an attempt to provide any investment advice. Investment advice is only provided to investors who become clients pursuant to an investment management agreement. The content of this page is offered for informational purposes only, does not constitute investment advice, and is not an offer to buy or sell any security or invest in any of our portfolios.
Diversification of assets (which Interactive Advisors uses to reduce the risk of investment in this portfolio) does not ensure a profit or protect against investment loss. All investments, including those in this portfolio, involve the risk of loss, including possible loss of the money invested and a reduction in earnings. Market fluctuations and other factors may cause decreases in the value of client accounts invested in this portfolio. Interactive Advisors does not guarantee that any particular Asset Allocation portfolio will meet a given client’s investment objective or provide a client with a specified level of income. Past performance is no guarantee of future returns. This portfolio mainly invests in ETFs and stocks and may not be suitable for all investors. Clients may lose all or part of their investments in this portfolio.
Detailed information on the asset class risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio (along with Interactive Advisors full disclosures) is provided on the Forms and Agreements page. Additional information on the performance, composition and construction process for this portfolio may be found on Asset Allocation portfolio page.
Interactive Advisors Asset Allocation portfolio is made up of whole and/or fractional holdings of ETFs and in certain cases, individual stocks. They are not ETFs or Mutual Funds. Clients choosing to invest in this portfolio directly own the individual stocks and/or ETF shares making up the portfolio. Interactive Advisors manages this portfolio by trading its own funds and replicating this trading in the accounts of investing clients. Clients may restrict any of the stocks or ETFs traded in their account but should note that any restrictions they place on their investments could affect the performance of their account leading it to perform differently, i.e., worse or better, than Interactive Advisors account managing the portfolio or other client accounts invested in the same portfolio.
Past performance is no guarantee of future results, nor is it indicative of future performance. All investments in financial markets involve risk, including the risk of loss, such as a loss of principal and reduction in earnings.
