Everyone deserves great investments!
We believe that all investors should be given an equal opportunity to succeed. This is why we provide the sophisticated strategies once reserved for institutions and wealthy families to every investor—with the added benefits of complete transparency, daily liquidity, and low, fair costs.
We believe all of your investors should be treated equally and have made a commitment to:
Empower the investor.
AllocateRite enables you to keep your clients at the financial institution of your choice—providing you with complete control over all of your accounts.
Keep costs low.
We keep AllocateRite’s fees very low. Additionally, we use ETFs with low expense ratios, and use a scalable execution model that provides extremely low trading fees for clients of all sizes.
You always know what you own, what you’re paying, and how you’re performing.
We use highly-liquid ETFs that represent leading market benchmarks—enabling us to manage risks and control costs while entering and exiting portfolio positions.
Provide best execution.
Scalable execution, block trading capabilities and multiple liquidity sources enable the trades of millions of shares with minimal market impact, helping to control slippage and ensure true “best execution” for clients of all sizes.