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We believe portfolio management should start with the individual needs of the investor. As investors’ needs are as varied as investors themselves, no single approach - or computer algorithm - satisfies everyone’s requirements.
For years Rikki Tahta watched as his cousin, an oil executive based in Venezuela, turned his energy industry knowledge into successful trades on the stock market. His cousin happily shared his insights but Rikki never managed to fully capitalise on them, trading too late or not at all. "It struck me that what I really wanted to do was to copy my cousin's trades as he made them" - and thus, in 2007, Covestor was born.
The company’s shareholders include Union Square Ventures, Spark Capital, Bay Partners, Amadeus Capital Partners, and the employees of Covestor. Our board of directors and management team include outstanding individuals who have reached the top of their respective fields. Covestor is a Registered Investment Adviser, regulated by the US Securities and Exchange Commission.