If you work in financial services, you're probably smart enough to know that your investment account could be doing better. You understand that financial advisors add limited value, and you simply don't have the time to manage your personal account effectively.
When Saul Cohen was on a portfolio management team at Guggenheim Partners this was his struggle, so he decided to launch a new type of investment management platform to automate away the layers of investment salespeople.
What you get with Round is a curated portfolio managed by the top fund managers on Wall St. all wrapped up in an easy to use app.
Round is more than generic passive ETFs; your portfolio is actively managed by institutional fund managers investing across the equity, fixed-income, and alternatives markets. Portfolios are structured to achieve the highest risk-adjusted returns; Round's belief is that risk management is just as crucial as absolute returns.
Click here to learn more about Round!
If you fund an account of $25k or more through the link above, they will send you a Round branded Patagonia vest.
This is an advertisement for Round Investments LLC, dba Round, an SEC registered investment advisor. Round’s registration as an SEC registered investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. Brokerage services provided to clients of Round Investments, LLC by Apex Clearing Corporation, Member FINRA, SIPC. Investments are not FDIC insured, not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Round’s fees and expenses. Round’s internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance. Nothing here should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Pictures and depictions of the Round app do not reflect the performance of Round and are not an indication of performance.