OpenInvest takes a passive, long-term approach that prioritizes diversification and appropriate risk levels. Since 99% of actively managed portfolios do not beat the market, our goal is provide you with a personalized passive portfolio that tracks the market. Low fees and tax-loss harvesting keep your money in your account, where it can grow.
Tell us which causes you care about and we’ll build a custom portfolio investing only in the companies that share your values. OpenInvest is the only investing platform that creates a completely customized portfolio for each user. Screen companies or industries based on their practices, individually include or exclude specific companies, and never worry again that your investments violate your beliefs.
Take action on the causes important to you and tell companies you own how you feel. No one makes it easier than OpenInvest to have your say on proxy votes, change your investments based on new information or new company activity, or continue to make an impact with your money. And remember, responsible investing doesn’t mean sacrificing returns.