Most notably, OneVest offers active, discretionary portfolio management. This means you can sit back while we manage your money on your behalf.
Our active management approach means that beyond regular rebalancing, our Portfolio Management team will also proactively adjust your portfolio composition over time to take advantage of changing market conditions.
Compared to traditional and digital "robo" wealth managers, OneVest portfolios utilize more sophisticated investment strategies and offer greater diversification, including access to alternative investments.
Lastly, we include features like Goals-Based Investing, unique Thematic Portfolios, no-minimum investing, and more - all for a low management fee.
What about self-directed trading?
While we don't offer self-directed trading, our Thematic portfolios offer a great opportunity to invest in what matters to you - whether in our Core Portfolio, Disruption & Innovation Portfolio, or Climate Impact Portfolio.
I saw another app that was Powered by OneVest; what does that mean?
In addition to our own app, we partner with technology companies and financial institutions to embed wealth management into their own experiences.
In some cases - partner apps will offer a similar experience to OneVest, though it is available within their existing ecosystem alongside other products; while the OneVest app is standalone.
In-app features may differ slightly from time to time but the management of your portfolio is always done by OneVest, either way.
Your capital is at risk with any type of investment. Past performance is no guarantee of future results. Please read our investment risk disclosure for more information.