Compliance

We are committed to openness and accountability in the management of your money. Covestor is an SEC Registered Investment Adviser and not a broker-dealer or a custodian so that our incentives are best aligned with yours.
View Covestor's Compliance Webinar - Nov 10, 2010


Our platform is built on the following core principles for Investment Advisers

 Fiduciary Duty We act in your interests. You pay us, so we do the best job for you.
Eliminate Conflicts of Interest We strive to align incentives. We believe there is a benefit in harnessing great investment talent, and if structured fairly we all benefit together. We do not benefit from trading commissions, we don't take fees on cash that isn't 'working' and we compensate the model managers on your behalf.
Suitability We aim to understand your investment goals and recommend models that suit you.
Openness and Honesty We are committed to transparency in all we do.

About investing

About Covestor

Covestor Ltd is an Investment Adviser regulated by the Securities and Exchange Commission under the Investment Advisers Act of 1940. This website is for informational purposes only. See important Terms of Use and Privacy Policy. All rights reserved. © Covestor, Ltd. 2013. System response and account access times may vary due to a variety of factors, including trading volumes, market conditions, system performance, and other factors. More