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
press@covestor.com

Covestor in the news

Covestor - A simple online investing solution

YouTube | August 4, 2016

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.

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.

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.

Portfolio Manager publicity

Uber IPO: Losing luster after a $1.2 billion loss

US News & World Report | August 29, 2016

Covestor Portfolio Manager Barry Randall says investors are overly optimistic about Uber.

Car companies and the race to profits

US News & World Report | August 3, 2016

Covestor Portfolio Manager Charles Sizemore says cyclical stocks such as automakers are cheap.

Crossing the dividend divide

US News & World Report | August 1, 2016

Covestor Portfolio Manager Yale Bock notes that over a long period reinvested dividends can accumulate a large number of shares.

Buying Tesla stock: Either brilliant or devastating

US News & World Report | July 14, 2016

Covestor Portfolio Manager Barry Randall weighs in on Tesla.

Alphabet may be turning into the next Berkshire Hathaway

US News & World Report | July 7, 2016

Covestor Portfolio Manager Barry Randall and Yale Bock share their views on Alphabet and Google.

Health care stocks are quietly moving higher

US News & World Report | July 6, 2016

Covestor Portfolio Manager Charles Sizemore quoted.

4 stocks that belong in your portfolio now

TheStreet TV | July 3, 2016

Covestor Portfolio Manager Barry Randall discusses four stocks he likes: Facebook, Amazon, Netflix and Alphabet.

Wall Street is overreacting over Brexit

US News & World Report | June 24, 2016

Covestor Portfolio Manager Michael Kramer quoted on Britain's exit from the European Union.

Odds of negative interest rates in the US are slim

TheStreet | June 17, 2016

Covestor Portfolio Manager Michael Kramer shares his view on interest rates.

Stock Market Showdown: McDonald's vs. Burger King

US News & World Report | June 17, 2016

Covestor Portfolio Manager Yale Bock discusses prospects for both companies.

Coffee, Cocoa ETNs could offer some big upside for investors

TheStreet TV | June 13, 2016

Covestor Portfolio Manager Dan Shaffer discusses ETNs he likes: B& G foods, iPath Bloomberg Coffee Subindex Total Return, iPath Bloomberg Cocoa Subindex Total Return ETN.

The best ways to allocate your investments right now

Money Inc. | May 13, 2016

Covestor Portfolio Manager Yale Bock suggests ways to invest given current market conditions.

High tech, low returns

US News & World Report | May 13, 2016

Covestor Portfolio Manager Barry Randall says Yahoo! is a deeply uncelebrated company with a low valuation at odds with its hugely profitable business model.

Stock market showdown: Ford vs GM

US News & World Report | May 12, 2016

Covestor Portfolio Manager Charles Sizemore says Ford and GM have both had excellent runs operationally. Yet Wall Street seems unduly pessimistic about their prospects, pricing in pretty significant sales declines.

How to guide clients who have lost their jobs

The Wall Street Journal | April 26, 2016

Covestor Portfolio Manager Daniel Beckerman profiled. Note: full text of this article may require a subscription.

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.

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.

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.

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.