Welcome to the future of investing.

It’s an incredibly simple concept that’s also very powerful. Covestor gives you unprecedented access to all the talent, insight and experience of our marketplace of investors. With Covestor, your portfolio is matched to the portfolio of a money manager — trade for trade, maneuver for maneuver. The end result? An easier, smarter way to invest.

So here's how it works:

We find portfolio managers that meet our exact criteria.

Our marketplace represents dozens of Portfolio Managers who, following an ongoing vetting and monitoring process, are invited to be a part of Covestor. Only those that meet our strict criteria will make the cut.
  • Only registered investment advisers and registered hedge fund managers may manage portfolios.
  • Covestor Portfolio Managers are investing their own money in the portfolio they offer, so you can be sure your best interests are their best interests.
  • Portfolio Managers' positions and trades are verified. Clients can view holdings and real-time performance of the portfolios they are invested in on our website, which means you can see exactly how — and what — Portfolio Managers are doing.
Managers
Portfolio Cards

Find a portfolio manager whose style matches your own.

Perhaps you're not a go-big-or-go-home-all-adrenaline-all-the-time stock picker. You may be a slow-and-steady-wins-the-race type, or an I-want-growth-but-let’s-not-get-crazy investor. And you know what? That's okay, because here you'll find Portfolio Managers whose styles match your own.
  • Our Portfolio Managers cover a complete range of sectors, strategies and risk levels.
  • You'll find a risk score associated with every portfolio, so you’ll know at a glance if it’s right for you.
  • Every portfolio is clearly benchmarked against the the broad market (represented by the S&P 500 index) and a second specialist index, where appropriate.
  • You’re always free to switch portfolios, whenever you want, without fees or penalties.
  • No entry fees, exit fees or load fees.

We make the same trades for Portfolio Managers and clients simultaneously and automatically.

The Portfolio Manager places an order. We calculate the combined number of shares the Portfolio Manager and clients require and place a "super order" that is sent to the market as one order.

* We allocate the shares to the Portfolio Manager and clients' accounts at the average price and update everyone's records.

Trades
Covestor Dashboard

You're in control every step of the way.

Look, it’s your money. You’re in complete control of it. You want to switch managers, do some profit-taking or cash out altogether? That's totally up to you. You'll have a completely transparent view of every aspect of your Covestor account and your Portfolio Manager’s activity - online, anytime. So you'll always be able to make those decisions from a well-informed perspective.
  • All securities are held in your name, in your own brokerage account.
  • You'll get regular updates on your portfolio activity so you’ll always know exactly where you stand.