If you’re a lawyer, chances are you don’t have the time to manage your personal investments effectively. You understand that financial advisors add limited value, and know that your investment account could be doing better.
When Saul Cohen worked on a portfolio management team at Guggenheim Partners, he had the same problem. So he decided to launch Round, a new type of investment manager that automates away the layers of investment salespeople to provide a cost-effective, premium service.
It works by curating a portfolio managed by the top fund managers on Wall St. and is all wrapped up in an easy to use digital platform.
This means that you can have industry leaders who specialize in the most complex assets and strategies, navigating the markets for you and preserving your wealth. And if your investment return happens to be negative, Round waives their fee.
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Disclosure: This is an advertisement for Round Investments LLC, dba Round, an SEC registered investment advisor. Round’s registration as an SEC registered investment adviser does not imply a certain level of skill or training and no inference to the contrary should be made. Brokerage services provided to clients of Round Investments, LLC by Apex Clearing Corporation, Member FINRA, SIPC. Investments are not FDIC insured, not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Round’s fees and expenses. Round’s internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client’s financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections, are hypothetical in nature and may not reflect actual future performance. Nothing here should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Pictures and depictions of the Round app do not reflect the performance of Round and are not an indication of performance.