Investment Management Services

Managed portfolio solutions for today's investor

The way you invest has changed, that's why we offer a suite of managed portfolios to help you pursue your financial goals. From automated investing to portfolio management with a more personal touch, the professionals at Lumentrades Investment Management, LLC will recommend a portfolio based on your financial goals.

Portfolios

Core Portfolios

Choose this if You prefer the ease and efficiency of a primarily digital experience.

Blend Portfolios

Choose this if You’d like a Financial Consultant to help you choose and tailor your portfolio.

Dedicated Portfolios

Choose this if You want a fully custom portfolio and a dedicated Financial Consultant.

Find the Level of Involvement That's Right for you

Investing in a managed portfolio means getting the help you need to pursue your financial goals. Just answer a series of questions and Lumentrades Investment Management, LLC will recommend a portfolio to fit your needs.

Get solutions that fit your goals, even when they change and grow



Portfolio choices you can grow with

Automated portfolio adjustments and rebalancing

Guidance and products tailored to fit your goals

Stay connected to your portfolio anywhere, anytime

Straightforward, fee-based pricing

A range of portfolios for every investor

Simply choose a solution below based on how much one-on-one support and customization you want. We’ll build a portfolio around your goals, and then manage it to help keep you on track.

Core Portfolios Blend Portfolios Dedicated Portfolios

Choose this if
You prefer the ease and efficiency of a primarily digital experience

Choose this if
You’d like a Financial Consultant to help you choose and tailor your portfolio

Choose this if
You want a fully custom portfolio and a dedicated Financial Consultant

Get started with
$5,000 - $24,999

Get started with
$25,000 - 199,999

Get started with
$200,000 - $5,000,000

Estimated Interest
50.8% - 60%

Estimated Interest
70.9% - 80%

Estimated Interest
99.7% - 110%

Time horizon
6 months

Time horizon
1 year

Time horizon
1 year

Annual fee
$100 (First year 0.30% advisory fee waived)

Annual fee
$150 (First year 0.65%–0.90% advisory fee waived)

Annual fee
$200 (First year 0.95%–1.25% advisory fee waived)

Investments
A strategic mix of leading non-propriety exchange-traded funds (ETFs)

Investments
A diversified portfolio of ETFs and/or mutual funds tailored to your needs

Investments
A custom portfolio of individual stocks, ETFs, and/or mutual funds built for you

Ways to personalize

  • Socially responsible investments
  • Smart beta investments

Ways to personalize

  • Socially responsible investments
  • Smart beta investments

Ways to personalize

  • Socially responsible investments
  • Category and securities restrictions

Service and support
Help when you need it from a team of Managed Account Specialists

Service and support
Work with a Financial Consultant and get help from Managed Account Specialists

Service and support
Ongoing one-on-one relationship with a dedicated Financial Consultant

Learn more

Learn more

Learn more