Round - Professional Investing app for iPhone and iPad

Access the world’s best fund managers.

Round provides access to world-class fund managers, curated portfolios. Say goodbye to passive stock and bond portfolios. Say hello to alternative assets and strategies.

Dont just passively ride the up and down waves of the market. The actively managed funds on Round aim to navigate the choppy waters in order to achieve the best possible return while also managing risk.

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How it works
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1) You answer a series of questions to get a custom portfolio built around your goals. It takes as little as $500 and 3 minutes of your time. Our technology matches your money with a curated mix of world-class fund managers.

2) You get experts managing your portfolio. This means an alternative fixed-income specialist could be managing 12% of your portfolio, a well-respected growth stock manager looking after 8%, and other expert managers looking after the rest.

3) We send out reports and update videos to explain how your investments are doing, in words you can understand.

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Fees
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-Round’s fee is 0.5% annually, and if you have a negative return your fee is waived*

-The funds you invest in may charge a fee and our custodian may charge miscellaneous fees for things like returned deposits.

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Safety & Privacy
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-Your investments are protected by the Securities Investor Protection Corporation (SIPC) and are held at Apex Clearing Corp., a custodian and broker-dealer.

-We do not store any compromising information on our servers.

-We use bank-grade security and authentication to ensure your private information stays private.

-Round Investments is an SEC registered Investment Advisor.

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Disclosures
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Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.

The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. Pictures and depictions of the Round app do not reflect the performance of Round and are not an indication of performance.

Round is not affiliated with any of the investment managers listed above. The listed managers above are not the only firms that manage assets that Round invests in on behalf of our clients. A complete list of the investment managers utilized by Round is available upon request by contacting our team at [email protected]. The highlighted firms are intended for informational purposes only, and Round is not recommending to buy or sell securities offered by these investment management firms. The investment know-how of the above-listed firms is the opinion of Round. To view Rounds Brochure, Terms of Use, Privacy Policy, and Disclosures go to www.investround.com

*To view the full explanation of Round’s Program Fee and fee waiver, go to https://intercom.help/investround/en/articles/2990250-fees