We handle the hard work of investing. You stay fully informed and in control of your strategy. No matter which Lumentrades Personalized Investments portfolio you choose, you’ll benefit from the same transparency and control, backed by years of combined investment experience.
Lumentrades Capital Management has been professionally managing accounts for a decade, and our investment strategy team leverages 55+ years of combined experience to guide and monitor portfolios through all kinds of market conditions.
Whether you’re investing for retirement, buying a home, or simply trying to grow your money, your goals are our priority.
Simply choose a solution below based on how much one-on-one support and customization you want. We’ll build a portfolio around your goals, and then manage it to help keep you on track.
Core Portfolios | Blend Portfolios | Dedicated Portfolios |
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Choose this if |
Choose this if |
Choose this if |
Get started
with |
Get started
with |
Get started
with |
Estimated Interest
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Estimated Interest
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Estimated Interest
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Time horizon
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Time horizon
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Time horizon
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Annual fee |
Annual fee |
Annual fee |
Investments |
Investments |
Investments |
Ways to personalize
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Ways to personalize
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Ways to personalize
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Service and
support |
Service and
support |
Service and
support |
Learn about our professionally built and actively managed Fixed Income Portfolios. $150,000 to start, 0.95%–1.25% annual fee.