(5.0 / 5)4+ Ratings

Round Reviews

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Overall Rating

5.0

4 Reviews

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About Round

What is Investround.com?

Investround.com, also known as Round, is a managed investment platform designed to democratize access to hedge fund-style investing for individual investors. Founded in 2016, the platform aims to provide users with access to a diverse range of specialized asset classes beyond traditional stocks and bonds, including:

Mortgage-backed securities
Collateralized loan obligations
Private equity
Commercial real estate

Round partners with several prominent investment firms, such as Guggenheim Partners, PIMCO, and DoubleLine, to curate investment portfolios tailored to the individual’s financial goals and risk tolerance.

Key Features

Customized Portfolios: Users complete a questionnaire about their investment preferences, which helps in creating a personalized portfolio managed by top-tier fund managers.
Active Management: Investments are actively managed, with continuous oversight to adapt to market changes.
Fee Structure: Round waives its management fee during any month when the portfolio experiences a negative return, aligning its interests with those of the investors.

The platform is accessible via both web and mobile applications (iOS only), providing users with tools to track their investments and understand their portfolio composition.

In summary, Investround.com seeks to make sophisticated investment strategies available to everyday investors, offering a blend of active management and unique asset exposure.

Round Pros & Cons

Pros of InvestRound:

Diversified Portfolio: InvestRound offers a diversified portfolio by investing in specialized asset classes such as collateralized loan obligations, aircraft lease asset-backed securities, whole-business asset-backed securities, mortgage-backed securities, commercial real estate, and private equity, in addition to stocks and bonds.
Active Management: The platform provides active management of portfolios, with fund managers at partner investment firms making changes to the portfolio composition, and Round using a mix of fundamental and technical analysis to shift investments between asset classes.
Waived Management Fee: If your portfolio loses money in a given month, InvestRound waives its management fee, which is a significant advantage over competitors who charge management fees regardless of performance.
Customized Portfolios: While the platform does not offer complete customization, it does allow for adjustments to the portfolio with the help of the Round team if needed.
IRA Support: InvestRound supports traditional IRAs and Roth IRAs, making it suitable for tax-advantaged retirement investing.
Partnership with Major Firms: The platform partners with seven major investment firms, including Guggenheim Partners, PIMCO, Brookfield, DoubleLine, Highland, Gabelli, and Aberdeen, providing access to a wide range of investment opportunities.

Cons of InvestRound:

High Minimum Deposit: InvestRound requires a $500 minimum deposit to open an account, which may be a barrier for some investors.
Limited Transparency on Performance: The platform does not provide information about its past performance, which can make it difficult to gauge the long-term effectiveness of its active management strategy.
No Customization Options: While the platform offers some flexibility, it does not provide options to customize your portfolio directly through the platform. Any changes require contacting Round for assistance.
Potential for High Costs: The cost of active investing in highly specialized funds can add up over time, which may be a concern for some investors.
Limited Scalability: The platform may not be suitable for large investments or long-term planning, as it is designed for more aggressive market approaches and specialized asset classes.

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Round Customer Reviews (4)

0/5

Christopher Barnett

Verified Buyer

Jul 9, 2024

Javier Ferguson

Verified Buyer

Jul 9, 2024

Isabella Olsen

Verified Buyer

Jul 7, 2024

Jeanette Rosario

Verified Buyer

Jul 7, 2024

Round Customer’s Q&A

No question yet

Round Features and Benefits

Key Features and Benefits of Round Investments LLC:

Advisory Agreement and Account Setup:
- Clients must enter into an advisory agreement with Round and open a securities brokerage account with Apex Clearing Corporation, an SEC-registered broker-dealer.
Portfolio Allocation Tool:
- The web portal and mobile application provide a software-based portfolio allocation tool that recommends a mix of three investment strategies: Cash Strategy, Market Strategy, and Core Strategy.
Risk Tolerance Assessment:
- The algorithm uses a questionnaire to determine a prospective client’s subjective and objective risk tolerance, which helps in recommending a target strategy allocation for their portfolio.
Performance-Based Fees:
- Round does not charge performance-based fees. Advisory fees are disclosed in the methods of analysis and investment strategies.
Diversified Investment Portfolios:
- Round provides diversified investment portfolios personalized to a client’s investment goals, risk capacity, current financial assets, and earnings power. The primary approach is strategic asset allocation aimed at reducing overall portfolio risk through diversification.
Investment Strategies:
- The Cash Strategy seeks to preserve capital while generating a higher yield than a bank account by investing in mutual funds or ETFs.
- The Core Strategy seeks to maximize total return and mitigate excess market risk through a changing mix of actively selected securities.
- The Market Strategy is an actively managed market strategy.
Qualitative and Quantitative Analysis:
- Round utilizes qualitative and quantitative analysis to construct and manage tailored portfolios for each client. This includes analyzing public and private securities, traditional investment assets, and alternative assets.
Private Investment Assets:
- Round believes that private investment assets can add valuable diversification benefits to portfolios that cannot be obtained through investments in only stocks and bonds.

These features and benefits highlight Round Investments LLC's comprehensive approach to investment management, focusing on diversification, risk assessment, and personalized portfolio allocation.

Round Pricing

The pricing for investround.com is not explicitly detailed in the provided sources. However, Round Investment Platform charges a 0.5% advisory fee for brokerage, custodial, and investment advisory services, but only if returns are positive. If returns are negative, Round waives its fee. For assets under management, the fees are as follows: 0.75% per year for $1,000,000 to $4,999,999.99, and 0.40% per year for $5,000,000 and above.

For Round Treasury, it is free to open an account, and there is a flat 0.20% annualized fee on total assets under arrangement.

For more detailed information, you would need to visit investround.com or contact their customer service directly.

Round FAQs

Round Alternatives

The query "Top 10 investround.com alternatives" is not directly addressed in the provided sources. However, if you are looking for alternative platforms or tools for investing and financial analysis, here are some notable options:

TradingView - A platform known for its advanced charting tools and social trading features.
CoinMarketCap - A leading source for cryptocurrency data and market capitalization.
Nasdaq - A well-established financial data and analytics platform.
ForexFactory - A site offering real-time exchange rates, charts, and economic calendars.
GuruFocus - A comprehensive value investing website with detailed financial and valuation data.
StockCharts - A platform providing advanced charting tools and technical analysis.
Profit.com - A fintech platform offering trading analytics and financial education.
Koyfin - A global market analytics platform with extensive data and tools.
EquitySet - A stock research platform offering independent and impartial stock reports and screeners.
Investopedia - A leading source of financial content, including market news, education, and insights.

These platforms can serve as alternatives for various aspects of investing and financial analysis, but they may not be direct competitors to investround.com as it is not specified in the sources provided.