Sophisticated
investing for everyone
Invest like the pros - not the robos
Invest like the pros - not the robos
Our strategy is straightforward: aim for better returns with less risk.
We go beyond typical off-the-shelf products and offer a suite of portfolios for your profile.
We include global asset classes and strategies that go beyond just stocks and bonds.
No matter your risk level or goal: we integrate alternative investment products to benefit every portfolio.
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.
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.
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.
Learn more
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.
Learn more
Benefit from disruptive and innovative companies beyond what’s typically found in traditional economic sectors.
Learn moreNormally 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.
Popular with institutional investors like pension funds, private markets open up a whole other world of opportunities.
Digital objects (such as cryptocurrencies) that come with rights of ownership and use, while being stored on a blockchain.
Investing in tangible assets which generate income, protect against inflation, and have low correlation to stocks and bonds.
Often used by hedge funds, these aim to profit from stocks going both up or down.
Aims to consistently make modest profits regardless of whether markets are up or down.
An opportunistic strategy that seeks to profit when major corporate events occur.
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.
Get started on your wealth journey
