Discretionary account management from Covestor

More important things to do than manage your investments? Let Covestor Wealth handle your account.

Our new service Covestor Wealth offers the ideal solution for serious investors who prefer to delegate day-to-day investment decisions in their portfolio to a highly experienced team of Investment Professionals.

A disciplined approach

On establishing your Covestor Wealth Account, our CIO will have a one-on-one consultation with you to help formulate your ideal approach. You will be kept fully briefed on the progress of your investments through regular portfolio reviews and valuations, and using your Covestor account online you can view the progress of your investments at any time. With over 100 managed models you have access to a diverse set of proven Investment strategies.

From just $50,000 minimum portfolio value

Covestor Wealth brings the opportunity to benefit from strategies normally restricted to institutional investors. We create optimized portfolios for each Wealth client to ensure our portfolios precisely target their investment goals. You can expect a highly personal service coupled with our expertise in the models on the platform.

To provide you with portfolio diversification we will select best-in-breed managers from a carefully selected set on Covestor. You benefit from our specialist knowledge while reducing the risks of relying on any one Model Manager or style.