Press & media

We welcome journalists to contact Covestor for sources on investing, asset management and personal finance topics.

With internal experts and dozens of outside investment managers, we pride ourselves on providing knowledgeable sources for nearly any financial topic.

Kalen Holliday

Kalen Holliday

Director of Marketing & Communications
1.866.825.3005 – Option 4

Covestor in the news

Barron's 2017 Best Online Broker Ranking

Barron's | March 18, 2017

Covestor's broker-dealer affiliate Interactive Brokers ranked among top 3 brokers. IB wins praise for low cost trades. Article mentions Covestor's new Smart Beta portfolios, which have low investment minimums of $5,000 and low fees of 0.08%.

Interactive Brokers quietly builds major custody business

Financial Advisor| March 10, 2017

Profile story discusses how Interactive Brokers has expanded products and services for registered investment advisors. Advisors using Interactive Brokers now have a robo platform, Covestor, which was acquired in 2015 and offers actively managed portfolios at low fees.

Covestor launches 10 smart beta portfolios

Business Wire| February 23, 2017

Covestor introduces unique products that combine the advantages of actively managed mutual funds and the low costs of exchange traded funds. The portfolios have low fees and low minimums and provide broad market exposure.

Riding the smart beta wave

Fox Business | January 23, 2017

Investors are enchanted by smart beta strategies. Smart beta assets under management have more than doubled since 2012, and now top $500 million, according to Morningstar.

Smart beta is all about the factors

Fox Business | January 5, 2017

Portfolio diversification is one of the most basic maxims in investing.

Top direct-to-consumer wealth tech plays

Finovate | December 22, 2016

Hybrid roboadvsiers such as Covestor offer actively managed portfolios and personalized conversations blended with computerized portfolio recommendations. Business Insider expects hybrid roboadvisers will manage 10% of all investable assets by 2025.

Worldwide financial services and global fintech

Business Insider | December 15, 2016

Companies such as Covestor make Business Insider list of "Fintech companies to know".

Interactive Brokers' CEO Thomas Peterffy on Q3 2016 Results

Seeking Alpha | October 18, 2016

Interactive Brokers customers may partition their account and invest a selected amount of money in portfolios offered by IB's Covestor subsidiary.

Interactive Brokers Group Chairman Q&A

The Wall Street Transcript | March, 2016

Interactive Brokers Chairman Thomas Peterffy discusses IB’s acquisition of Covestor and plans for expansion.

Covestor To Be Acquired by Interactive Brokers

PRNewswire | April 23, 2015

Covestor, an online investing marketplace, and Interactive Brokers Group, Inc. (NASDAQ GS: IBKR), the largest US electronic broker by daily average revenue trades, announced that they have entered into a definitive agreement under which Interactive Brokers will acquire Covestor.

Portfolio Manager publicity

Energy stocks search for their spark

US News & World Report | March 21, 2017

Covestor Portfolio Managers Tyler Kocon and Yale Bock share their outlooks on the energy sector.

Why investors should stay in the market, not go to all cash

TheStreet | March 16, 2017

Covestor Portfolio Manager Ron McCoy says going to all cash can be a costly mistake.

Momentum investing explained

Fox Business | February 13, 2017

Column on momentum investing by Covestor Portfolio Manager Charles Sizemore.

Selling Twitter puts can generate income

TheStreet | February 13, 2017

Covestor Portfolio Manager Ron McCoy explains how selling puts in Twitter has helped generate returns for his LOWS portfolio on Covestor.

7 stocks that could save your portfolio

US News & World Report | January 31, 2017

Covestor Portfolio Managers pick two of the seven stocks. Barry Randall selects Check Point Software Technologies and Yale Bock picks BP.

Sell calls for Bristol Myers to limit risk on volatility

TheStreet | January 27, 2017

Covestor Portfolio Manager Ron McCoy says given the drubbing BMY saw last week, he likes several options plans on Bristol-Myers Squibb.

Profile: Covestor Technology Portfolio Manager Barry Randall

YouTube | January 25, 2017

Video Q&A with Covestor Portfolio Manager Barry Radnall, manager of the Crabtree Technology portfolio. Barry explains how he got interested in investing in the tech sector.

General Motors: Embrace the large stock buybacks

Seeking Alpha | January 11, 2017

Covestor Portfolio Manager Mark Holder says General Motors looks to break out of trading flat for three years.