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A S S E T  M A N A G E M E N T  D O N E  D I G I T A L L Y

Your Journey

We believe that automated investing in diversified portfolios built with low cost ETFs gives you the best chance for performance

We've brought together the best of
Wall Street, Silicon Valley and Academia

To manage your assets with a guiding principle to invest in the lowest fee ETFs so that your money can grow for you

Setting up an account is easy

We allocate your portfolio

handled completely online without cumbersome wet signatures or snail mail

according to your goals and your comfort with risk and we monitor your portfolio everyday looking for opportunities

You can be invested in minutes
 

moving you towards a more sound financial future while we protect your data in the most secure way possible

Tools

Our fees are simple 

25 bps per year based on the value of your portfolio

Meaning for every $10,000 we will only charge you $25 per year (there is a minimum of $1 per month)

See for yourself and move the slider

Compare your advisor's fees to ours

Fees
Contact
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.


Third-Party Content Disclaimer
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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Manhattan Beach, CA 90266

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+1-310-293-7837
support@cleveralpha.com

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Accessibility Statement

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