Managed Portfolios

Managed Portfolios

We handle the hard work of investing. You stay fully informed and in control of your strategy. No matter which Lumentrades Personalized Investments portfolio you choose, you’ll benefit from the same transparency and control, backed by years of combined investment experience.

Put your money in good hands

    Lumentrades Capital Management has been professionally managing accounts for a decade, and our investment strategy team leverages 55+ years of combined experience to guide and monitor portfolios through all kinds of market conditions.


  • Our disciplined investment process includes a combination of both quantitative and qualitative analysis
  • We pay special attention to managing risk, while identifying new opportunities in an effort to help you reach your goals
  • No matter how much money you invest, your portfolio will benefit from investment expertise, knowledge, and attention
  • Open new account

Everything we do starts with you

Whether you’re investing for retirement, buying a home, or simply trying to grow your money, your goals are our priority.

  • Control the investing strategy and can update it at any time as your financial situation or needs change
  • Get a clear view of your individual holdings and performance 24/7 through our real-time digital dashboard
  • Enjoy competitive pricing with no trading commissions or transaction fees
  • Learn more

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

Get started with
$25,000

Get started with
$150,000

Annual fee
0.30% (First year advisory fee waived)1

Annual fee
0.65%–0.90%

Annual fee
0.95%–1.25%

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

  • Taxable and tax-sensitive portfolios
  • Socially responsible investments
  • Smart beta investments

Ways to personalize

  • Taxable and tax-sensitive portfolios
  • Socially responsible investments
  • Smart beta investments

Ways to personalize

  • Taxable and tax-sensitive portfolios
  • Tax-loss harvesting
  • 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

Want a custom bond portfolios?

Learn about our professionally built and actively managed Fixed Income Portfolios. $150,000 to start, 0.95%–1.25% annual fee.