Core Portfolios

Core Portfolios

Automated investing that you control

  • Start by answering a few simple questions online
  • We build, monitor, and manage a portfolio for you
  • Track your performance and holdings 24/7
  • Get live support whenever you need it
  • Learn more

$5,000 - $24,999

To get started

0.30%

$100 (First year advisory fee waived)

Too Busy to Manage Your Money?

Get a real professionally managed portfolio for free for a year. We'll recommend a portfolio aligned with your goals, and keeps you on track. Best of all, you stay in control of your investing strategy.

What is Core Portfolios

Core Portfolios is a simple, low-cost advisory solution that uses advanced technology to automate your investing.

  • Get a professionally managed portfolio of leading, non-proprietary exchange-traded funds (ETFs) built around your investment goals
  • Customize your portfolio with tax-sensitive, socially responsible, or smart beta investments
  • Track your performance and individual holdings 24/7 with our real-time digital dashboard

How is Core Portfolios managed?

LumenTrades Investment Management has been professionally managing accounts for nearly more than a decade, and our investment strategy team leverages 40+ years of combined experience to guide and monitor portfolios through all kinds of market conditions.

  • The ETFs in your portfolio are chosen using a disciplined research and analysis process
  • Advanced technology monitors and adjusts your portfolio to help manage risk and keep you aligned with your goals
  • We inform you about key market events and trends that may be impacting your portfolio

How much does Core Portfolios cost?

Core Portfolios opens up the world of professional portfolio management to virtually anyone at exceptional value.

What is Core Portfolios

Core Portfolios is a simple, low-cost advisory solution that uses advanced technology to automate your investing.

  • Get started with just $5,000 in a taxable brokerage or tax-advantaged retirement account
  • For a limited time, new accounts pay no advisory fee for a year.1 After the first year, enjoy a low, flat annual advisory fee of 0.30% of assets billed quarterly—as little as $15 a year.
  • Pay no trading commissions or transaction fees
Get Started Now