eTorio StrategiesStrategy that works harder. So you don't have to.
Define your financial goals and eTorio Strategies will deliver a tailored, expert-managed portfolio. Follow current market trends, always know why your money moves, and invest with confidence.
*For illustrative purposes only. Not a recommendation of any security or strategy.
Cutting-edge tech meets human expertise
Timely market insights
Get the full context and a deeper understanding of each portfolio adjustment.
Expert minds and experience
Our team has a combined 45+ years of experience with high-net worth and institutional clients.
This is more than a "robo advisor"
More control. Toggle any stock on or off to keep your portfolio aligned with your preferences.
More opportunity. Take advantage of market moves with a mix of stocks and ETFs.
More advanced. Model and adjust your earnings potential with Monte Carlo simulations.
Don't pay more to invest more
eTorio Strategies has a low 0.25% annual management fee—and eTorio Gold unlocks free management for every dollar over $100K.
Does not include other fees associated with the account. Rates shown reflect effective management fees. eTorio Gold subscription $5/month and terms apply. Gold membership is offered by eTorio Gold, LLC. $100k Management fee cap not valid in conjunction with certain other offers.
You're in on the tax advantages
We strategically choose which shares to sell to minimize your taxable gains—and which to hold for a long-term tax advantage.
Tax benefits will vary. Not tax advice.
Hold your gains. Harvest your losses
For holdings brought in, we'll aim to incorporate them to limit taxable gains. And as the year ends, we'll total your gains and losses, so you can harvest any losses.
Tax benefits will vary. Not tax advice.
FAQ
Who are the advisors behind eTorio Strategies?
The eTorio Strategies investment team is a group of hopeful, yet skeptical investment professionals. With over 45 years of collective investment experience, working with both institutional and high net worth clients, their expertise was developed during all the bull and bear markets since 2000.
Will I have access to an advisor?
No, you won't be able to contact the team directly. However, you can contact support anytime with questions about your managed account and for support.
What are the management fees, and how are they charged?
The management fee is 0.25% of the assets under management per year. You can think of the management fee as $2.50 for every $1,000 invested, per year.
- Daily calculation: The annual fee accrues on a daily basis.
- Monthly charge: The cumulative daily fee for the month is debited directly from your managed account at the beginning of the following month.
Also, eligible eTorio Gold members ($5 monthly subscription) only pay management fees on $100,000 of assets in their account. This means for every dollar over $100,000, the management fee is 0%.
What's the minimum investment?
eTorio Strategies has a minimum investment requirement of $50. An account balance that is:
- Less than $500 will be invested in a portfolio of ETFs
- $500 or more may be invested in a mix of exchange traded funds (ETFs) and individual stocks
