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AI Portfolio Insights

You can now have an AI Large Language Model (LLM) at your disposal to review the performance of your individual holdings as well wholistically analyze your entire portfolio.

Available daily -  when you want a more in depth understanding of  how your investments are performing 

 

You can also meet with our AI|ADVISOR to see what you might be missing

 

Remember: AI enhances efficiency but human oversight is here to assist with complex needs

CleverAlpha your trusted digital investment advisor
CleverAlpha for retirement planning, college investing and savings in general
CleverAlpha is your digital investment manager

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CleverAlpha is your digital investment manager

Investment Accounts for Trading and Asset Management   |   Retirement: Traditional, Rollover, Roth IRAs   |   For Kids: 529, Custodial Roth, UGMA
 

Investment advisory services are offered through CleverAlpha Asset Management LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). References to advisory services on this website refer to CleverAlpha Asset Management LLC. SEC registration does not imply any particular level of skill or training, nor should it be interpreted as an endorsement by the SEC. CleverAlpha provides advisory services to clients pursuant to written advisory agreements. Advisory services may not be available in all jurisdictions. For information on CleverAlpha’s registration, visit the SEC’s Investment Adviser Public Disclosure (IAPD) website. Please note: investing involves risks, including possible loss of principal. Past performance is not an indication or guarantee of future results.
 

Brokerage services are provided by CleverAlpha Securities, a division and DBA of Velocity Capital LLC. Velocity Capital LLC is registered with the SEC and is a member of FINRA and SIPC. All securities transactions are handled through Velocity Capital LLC. Velocity Capital LLC may act as an introducing broker-dealer to Velocity Clearing LLC for certain account types such as Individual Retirement Accounts (IRAs) or Health Savings Accounts (HSAs). To review the background of Velocity Capital LLC and/or Velocity Clearing LLC, visit FINRA’s BrokerCheck. Market volatility, trading volume, system performance, and other factors may delay account access and execution of trades. Before trading options, carefully read the Characteristics and Risks of Standardized Options (“ODD”). You may review the ODD by clicking HERE or by emailing support@cleveralphasecurities.com to request a copy. Each investor must carefully consider whether this type of investment is appropriate for them. Past performance is not necessarily indicative of future results.


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By following any external links, you will be leaving the CleverAlpha/Velocity Capital website. The firm is not responsible for, and does not endorse, the content of third-party sites. The security and privacy policies of linked sites may differ from those of CleverAlpha or Velocity Capital.

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