Marcus Invest
PaidGoldman Sachs robo-advisor with smart beta and ESG portfolio options
🌱Socially ResponsibleAbout Marcus Invest
Marcus Invest brings Goldman Sachs' investment expertise to everyday investors through an automated portfolio management platform. The service offers core, smart beta, and socially responsible portfolio strategies built with ETFs, charging a 0.25% advisory fee with a $1,000 minimum investment.
What's Great
- ✓Goldman Sachs institutional investment expertise accessible to everyday investors
- ✓Smart beta portfolio option aims to outperform standard index approaches
- ✓ESG portfolio available for socially responsible investing
- ✓Competitive 0.25% advisory fee with $1,000 minimum investment
Watch Out For
- !Newer platform with less proven track record than established robo-advisors
- !No tax-loss harvesting feature currently available
- !Limited account types compared to Betterment or Wealthfront
- !Financial planning tools are less developed than dedicated platforms
Common Use Cases
Investor wanting Goldman Sachs investment expertise through an accessible robo-advisor
Person interested in smart beta strategies for potentially enhanced returns
Marcus banking customer wanting to add automated investing to their Goldman Sachs relationship
Pricing Model
Paid
Paid subscription required. Check the website for current pricing and free trials.
Category
Socially Responsible
ESG and impact investing portfolios aligned with environmental and social values.
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