top of page
ChatGPT Image Oct 20, 2025, 02_17_34 PM.png

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

ChatGPT Image Oct 20, 2025, 02_17_34 PM.png

What is a Robo?

A robot investment manager. Not an actual ROBOT but a computer driven investment model tailored for your needs


Why?  Because most investment managers use some degree of rules-based strategies for their investment choices but ours is more robotic or systematic in nature

Mr. Robot handles the math

O  O

_

_

_

.

.

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

Diversified ETF portfolios aim for long-term growth but are

subject to market volatility and there are no guaranteed returns

Setting up an account is easy
handled completely online without cumbersome wet signatures or snail mail

We allocate your portfolio
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

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

A visualization of the AI prompting code that powers our AI Driven Portfolio Insight Feature
Your Investment Journey
What is a Robo?
What we do
Our Fees
Our Algorithm
AI Portfolio Insights
Meet our AI | ADVISOR
Asset Location
Retirement Planning

Why pay an expensive Wall Street firm to manage your money when chances are they’re simply using an algorithm?

We personally tailor your investment portfolio into low fee ETFs
We invest you into a diversified portoflio of Stocks, Bonds and Alternatives through low fee ETFs
Call out for site_edited_edited_edited_e
Call out for site_edited_edited_edited.p
Education

create stability to weather storms while accelerating the growth of your net worth

Left Shoe 1.png

1

Left Shoe 5.png

3

Left Shoe 9.png

5

Right Shoe 8.png

2

Right Shoe 4.png

4

Left Shoe 1.png
Right Shoe 6.png

6

7

Left Shoe 3.png
Right Shoe 10.png

9

8

Right Shoe 4.png

10

College Savings
High Quality Considerations

Diversified
globally diversified portfolios spanning the asset class categories from stocks, bonds, real estate, commodities and even crypto if you choose

DIVERSIFIED

Systematic
systematically rebalancing your tailored portfolio according to your comfort level with risk and your contribution desires and distributions requirements

SYSTEMATIC

ETF
we scan the universe of ETFs focusing on the lowest fee funds allowing your money to better compound your returns over time

ETF

crypTo
is more than just Bitcoin and we'll help you participate in the revolution

CRYPTO

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.

The accessibility icon that links to a brief Accessibility Statement

425 15th Street
C3321
Manhattan Beach, CA 90266

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

Accessibility Statement

 

Internal Schwab Account Transfer

Copyright © 2025 CleverAlpha  |  All Rights Reserved

find our trusted brand CleverAlpha on LinkedIn
Find out more about CleverAlpha on BrokerCheck
bottom of page