investing for everyone

Invest like the pros - not the robos

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Investing with OneVest

Our strategy is straightforward: aim for better returns with less risk.

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Curated Portfolios

We go beyond typical off-the-shelf products and offer a suite of portfolios for your profile.

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Unparalleled Diversification

We include global asset classes and strategies that go beyond just stocks and bonds.

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Alternative Investments

No matter your risk level or goal: we integrate alternative investment products to benefit every portfolio.

Active Management

Navigating financial markets requires skill, time, and a lot of resources. We spend our time doing the research so that investors can sit back and reap the rewards.

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Powered by professionals

Many portfolio managers rely solely on low-cost index funds because frankly - it’s less work for them. OneVest is backed by a team of experienced institutional investment professionals.

Explore OneVest Portfolios

Core Portfolio


This isn’t your typical boring old balanced fund. By utilizing a broader set of building blocks beyond just stocks and bonds in constructing your portfolio, we can achieve better diversification and potentially better returns.

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Climate Impact

Climate change is the single greatest systemic risk of our lifetime. But, the fight against climate change also creates opportunities. We believe it is possible to simultaneously do good and do well by aligning purpose with your portfolio.

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Disruption & Innovation

Benefit from disruptive and innovative companies beyond what’s typically found in traditional economic sectors.

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Access the power of alternative investments

Normally reserved only for institutional and high-net-worth investors;
OneVest includes alternatives in every portfolio alongside traditional products.

The allocation of alternative investment products can vary depending on your risk level.
OneVest can help find the right risk level for you.

Private markets

Popular with institutional investors like pension funds, private markets open up a whole other world of opportunities.

Digital assets

Digital objects (such as cryptocurrencies) that come with rights of ownership and use, while being stored on a blockchain.

Real assets

Investing in tangible assets which generate income, protect against inflation, and have low correlation to stocks and bonds.

Long/short strategies

Often used by hedge funds, these aim to profit from stocks going both up or down.

Market-neutral strategies

Aims to consistently make modest profits regardless of whether markets are up or down.

Event-driven strategies

An opportunistic strategy that seeks to profit when major corporate events occur.

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Low Fees, No Minimums

With lower fees than traditional wealth management firms and no minimums to get started, you can grow your investments faster and keep more of what you’ve earned.

Passive portfolios and robo-advisors
OneVest actively-managed portfolio
Traditional wealth managers

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