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Invest in the Present. Love Your Future.

Investing should be as easy as 1,2,3. We take away the guess work so you can invest with ease.


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Build a Truly Diversified Portfolio

Portfolios built to
your specification.

Invest in one of our recommended portfolios or build your own. Your money, your choice.

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Your portfolio at your fingertips.

Easily gain access to your portfolio anytime with just a few taps. Our mission is to help you reach your investing goals by providing you with a tools that were previously  available to a select few. 

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A Platform You Can Trust.

Built from the ground up with modern technology, our tools are designed to make your investing journey experience effortless

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FAQ.

What is Trove ?

Trove is an investing platform that simplifies the investing experience. We make it easy and affordable for anybody to build wealth.  Our simple philosophy is  that everyone  should have access to a seamless  investing experience. We provide discretionary and ondiscretionary portfolio management services on a limited type of investments. 

How Much Does it Cost ?

We charge a monthly subscription fee of $1.00 per month, in advance, for account with balances less than $3,000. For accounts with a balance in excess of $3,000, we charge an annual fee of 1%, billed monthly in arrears based on the account value on the last business day each month. In addition to our fees, you may also need to pay your custodian or broker dealer transaction fees, commissions, account maintenance fees, etc for certain products.

Are there any account minimums ?

There are no account minimums to utilize our services. We do not review robo-advisory portfolio management accounts, accounts are subject to automated allocation revisions when values differ from recommended percentages. You are encouraged to notify us of any change in your objectives, risk tolerance, or other pertinent information. Robo-advisory portfolio management clients will receive at least quarterly written reports that details the client’s account including assets held and asset value. This report will come from the custodian on at least a quarterly basis.

What are your legal obligations to me when acting as my investment adviser?

When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Our Firm will act in your best interest at all times and we have established policies to mitigate any conflicts of interest.

WHATS THE DIFFERENCE BETWEEN A BROKERAGE ACCOUNT AND AN ADVISORY ACCOUNT?

With a brokerage account,  you will pay a transaction-based fee, generally referred to as a commission, when the broker-dealer buys or sells an investment for you. With a broker-dealer, you may select investments or the broker-dealer may recommend investments for your account, but the ultimate decision for your investment strategy and the purchase and sale of investments will be yours. With Trove, you may pay a transaction fee when we buy and/or sell an investment for you. You may also pay fees to a broker-dealer or bank that will hold your assets (called “custody”).

IS TROVE SAFE ?

Yes. You can feel confident in the security of your assets on Trove. We take security very seriously and we use cutting-edge security features. As an investment adviser, we are held to a fiduciary standard that covers our entire investment advisory relationship with you.