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

Covestor Smart Beta webinar for investors

YouTube | June 8, 2017

Watch this webinar to find out more about smart beta and what's behind the soaring popularity of smart beta investment products.

Covestor Quality Portfolio

YouTube | April 25, 2017

Explore the benefits of Covestor’s Smart Beta Quality Portfolio.

Interactive Brokers beefs up RIA offerings | March 29, 2017

Covestor, Interactive Brokers’ robo advisor, recently made its new Smart Beta Portfolios available to the custodian’s advisors. The portfolios are managed in-house by Covestor’s investment management team led by Chief Investment Officer Sanjoy Ghosh. They cost 8 basis points.

Covestor Smart Beta Portfolios

YouTube | March 23, 2017

Covestor Smart Beta portfolios find the sweet spot between passive exchange traded funds and actively managed funds and provide advantages over both.

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

Sizing up investments

Fox Business | May 2, 2017

When you are an active money manager, you need skill sizing up individual companies explains Covestor Portfolio Manager Yale Bock.

Why financial advisors seek outside investment managers to handle personal accounts

TheStreet | April 30, 2017

While some wealth  managers hire others to manage their money, Covestor Portfolio Manager Rick Tonge takes another tack. He invests one way and has 100% of his investable assets invested. He prefers to have his money in the same risk and be in the same position as clients because having skin in the game  gives him the same perspective as his client.

Why investors should factor in goodwill when evaluating stocks

TheStreet | April 30, 2017

Covestor portfolio managers Barry Randall and Ron McCoy explain how to goodwill impacts stocks.

High stock valuations remain a concern to investors

TheStreet | April 28, 2017

Current heft valuations are reminiscent of dot com stocks in 1999 when many stocks also reached large market caps, says Ron McCoy, Portfolio Manager for the Leverage Options Writing Strategy on Covestor.

Investors can profit from volatility by selling puts

TheStreet | April 18, 2017

Instead of buying options, selling them might be a better way to hedge against volatility, said Ron McCoy, a portfolio manager of the Levered Options Writing Strategy on Covestor. Current heft valuations are reminiscent of dot com stocks in 1999 when many stocks also reached large market caps, says Ron McCoy, Portfolio Manager for the Leverage Options Writing Strategy on Covestor.

NFLX Stock: No first-quarter surprise for Netflix

US News & World Report | April 17, 2017

Michael Kramer, a Portfolio Manager on Covestor, says overall numbers Netfix reported seem solid, with subscriber growth still showing growing in the international market.

8 unsexy stocks with super-sexy returns

US News & World Report | April 11, 2017

Philip Morris (PM) has a new IQOS smokeless cigarette that Covestor Portfolio Manager Gerald Sparrow says may be a big hit.

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.