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.

I want to talk
Kalen photo

Kalen Holliday

Director of Communications
1.866.825.3005 – Option 4

Send an email


Covestor in the news

Investing your tax refund instead of spending it boosts retirement savings

TheStreet | April 8, 2016

Covestor Portfolio Manager Carl Sera says pay off debt if your debt rate is higher than your investment return will be, but don’t make it a habit to receive a refund as that’s money you’ve lent the government at a zero interest rate.

5 tips to choosing quality value stocks

US News & World Report | April 6, 2016

Covestor Portfolio Manager Jim Wright says cash when coupled with a good management team is great for shareholders.

If the stock market is making you nervous, here’s where to put your money

Inc. Magazine | April, 2016

Covestor Portfolio Managers Barry Randall believes holding highly rated, low-cost index for at least five years are a good bet for nervous investors.

Why it’s OK to love legacy investments

US News & World Report | April 5, 2016

Covestor Portfolio Manager Yale Bock likes Johnson & Johnson as a legacy stock. It’s been an incredible company for many decades, he says.

How the Fed’s actions in April will impact stock market returns

TheStreet | April 4, 2016

Covestor Portfolio Manager CJ Brott shares his outlook on interest rates.

GAMR: A video game ETF for All-Pro Investors

US News & World Report | April 4, 2016

Covestor Portfolio Manager Barry Randall says individual video game sticks are trading vehicles, not long-term investments.

The Model 3 may be Tesla Motors’ biggest test yet

US News & World Report | April 1, 2016

Covestor Portfolio Manager Michael Kramer says battery cost will be biggest hurdle for Model 3.

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.

Facebook: Oculus Rift makes FB stock even better

US News & World Report | March 30, 2016

Covestor Portfolio Managers Charles Sizemore and Yale Bock weigh in on Facebook stock.

5 best small- and mid-cap stocks to buy for 2nd quarter

Forbes | March 28, 2016

Covestor Portfolio Manager Yale Bock picks Interval Leisure Group.

5 ways you can increase your retirement savings

TheStreet | March 24, 2016

Covestor Portfolio Manager Jim Wright says increase contributions by raising the amount 1% each year.

Chipotle earnings: Look beyond these hideous numbers

US News & World Report | February 3, 2016

Covestor Portfolio Managers Yale Bock and Charles Sizemore comment on CMG stock.

Home sweet home improvements for investors

US News & World Report | January 29, 2016

Covestor Portfolio Managers Bill DeShurko and Mark Holder share their thoughts on finding the right fit when it comes to investing in the home improvement sector.

Higher tech spending, asset growth top RIA trends

CNBC | January 27, 2016

Covestor Portfolio Managers Normal Boone and Fariba Ronnasi comment on TD Ameritrade survey.

An autopsy of a tough 2015 reveals some good for 2016

MarketWatch | January 26, 2016

Covestor Portfolio Manager Charles Sizemore dissects his portfolio and points to some investing opportunities for 2016.

10 tips for keeping a cool head in a market meltdown

US News & World Report | January 25, 2016

Covestor Portfolio Managers Sandy Martin, Jim Wright and Ben Stewart advise investors on what to do as the S&P 500 slips.

The January effect may predict a dreary 2016 market

TheStreet | January 21, 2016

Covestor Portfolio Managers Ron Surz, Sreeni Meka and Barry Randall comment on how January's market performance may impact the year.

Forget dollar cost averaging for investing your bonus or tax refund

TheStreet | January 19, 2016

Covestor Portfolio Manager Sreeni Meka says dollar cost averaging can result in mediocre performance.

Gen X-ers and millennials should refrain from buying bonds even in a downturn

TheStreet | January 19, 2016

Covestor Portfolio Manager Bill DeShurko says a buy and hold investor will have more money in the long run buying and holding 100% stocks.

Could the Dow hit 12,000?

TheStreet | January 15, 2016

Covestor Portfolio Manager Carl Sera forecasts where he thinks the Dow is headed.

Why this volatility could help your retirement portfolio

TheStreet | January 14, 2016

Covestor Portfolio Managers Jacob Ma-Weaver and Carl Sera explain how volatility can help investors.

Is the Paris Climate Pact bullish for cars?

Institutional Investor | January 13, 2016

Covestor Portfolio Manager Harry Briggs expects the tailwinds of the Paris Pact to benefit companies like Tesla.

Alphabet in 2016: Should you buy GOOG stock?

US News & World Report | January 8, 2016

Covestor Portfolio Managers Barry Randall and Dan Beckerman look at Google's future.

Investors who sold this week should jump back into the market

TheStreet | January 8, 2016

Covestor Portfolio Managers Sreeni Meka and Yale Bock share their views on what investors should do now.

Safe sectors to purchase stocks in the aftermath of the global sell-off

TheStreet | January 8, 2016

Covestor Portfolio Managers Bill Deshuko, Bob Freedland and Jim Wright point to sectors they currently favor.

5 investing-world wishes for 2016

MarketWatch | December 30, 2015

Covestor Portfolio Manager Barry Randall shares his 2016 investing wish list.

5 reasons to want a rate hike

MarketWatch | November 4, 2015

Covestor Portfolio Manager Bill DeShurko explains the benefits of the Fed increasing rates.

Emerging markets ETF: Time to wade back in?

USA Today | September 4, 2015

China's economic slowdown, the stock market swoon and surprise currency devaluation have sent ripples across the global economy. Emerging markets bear the brunt of the pain. Many of these developing economies in Asia and Latin America are big trading partners with China, particularly in the commodities sector.

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.

What exactly do online investment advisory services offer

American Association of Individual Investors Journal | January 2015

Among the financial industry’s latest innovations are online investment services. This article reviews Covestor and other services.

Boomers finding easier access to hedge funds

MarketWatch | December 17, 2014

Covestor’s CIO writes that a generation of investors nearing retirement is increasingly looking at alternative investments, such as commodities, real estate, private equity and hedge funds, not only to reach for higher returns but also to provide a hedge against risk through portfolio diversification.

This eye surgeon’s health care portfolio is up 32% in 12 months

TheStreet | November 10, 2014

Feature story on Bob Freedland, a Portfolio Manager on Covestor.

Running an advisory practice in the age of the robo-adviser

InvestmentNews | October 16, 2014

Charles Sizemore, chief investment officer of Sizemore Capital Investments, writes about the benefits of managing portfolios on Covestor.

Tech companies hope investors will trust ‘robo-advisers’ over human ones

Washington Post | September 14, 2014

Covestor lets users automatically tie their own portfolios to that of a Portfolio Manager of their choice; both are Security and Exchange Commission-registered investment advisers.

Is Covestor Creating a New Fund Distribution Channel?

Mutual Fund Wire | July 10, 2014

Burgeoning online investing site Covestor just might be forging a new distribution channel for fund firms -- and disrupt the supermarket platform wars.

How to be the perfect copycat investor

Investopedia | January 14, 2014

Services such as Covestor enable an investor to link investment accounts to portfolios actively managed by other investors or investment professionals, and automatically mirror every investment move that the latter make.

The Wall Street Journal profiles Covestor

Wall Street Journal | November 5, 2013

The Wall Street Journal interviewed Covestor CEO Asheesh Advani for a story this week about how more financial advisers are embracing online investing websites. WSJ reporter Murray Coleman writes about how advisers and planners are using online-advisory services like Covestor to reach more investors.

Press resources

  • Our Press Office
  • 175 Federal St
  • Suite 825
  • Boston
  • MA 02110

Download logos