Invest for the Long Term
Tell Us What You Care About
Stay Engaged

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.

  • Make A Difference

    OpenInvest is a Public Benefit Corporation dedicated to impact from Day 1. We help drive real change by investing in companies leading the way.
  • Tax-Loss Harvesting

    Tax optimization at the individual equities level is possible on all accounts, which can generate significantly higher tax savings than harvesting at the fund level.
  • Account Flexibility

    We support individual/joint investment accounts, and traditional, ROTH, and SEP IRAs. You only need $3000 to get started investing in the future, today.
  • No Hidden Fees, Ever

    We charge a single, transparent annual fee of 0.50% of assets. No underlying ETF/mutual fund expenses or other commonly hidden fees.

Why aren't you investing with your values?