AllocateRite

Financial ServicesNew York, United States11-50 Employees

AllocateRite is democratizing investment management by providing hedge-fund like strategies to the general public.  These are the same strategies used by our client-base of large institutions, registered investment advisors, and high net-worth individuals.
These strategies along with advanced AI analysis of your portfolio is available through our app.  For investment advisors, we offer a suite of investment management tools through our web platform.  For institutions, we offer custom tactical strategies including tailored alpha overlays of BlackRock Aladdin strategies.
Our flagship strategy has outperformed all other robos based on a comparison of our GIPS compliant returns with those reported in Barron’s, 7/26/19.  For details, see our website.
AllocateRite is an SEC registered investment advisor. Past performance is no guarantee of future results or returns. Investments are not FDIC insured, and securities and investments may lose value.  For more information, see https://www.allocaterite.com/GeneralDisclaimer.


Further information is available on our website at www.allocaterite.com.

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