Founded in 2013 by financial advisers, Investment POD aims to make high-quality, actively managed investment portfolios accessible to a wider audience through a simple online platform. The company's mission is to provide an effective and low-cost investment solution without the need for traditional financial advice. It partners with SEI Private Banking for its platform technology, investment custody, and portfolio management, offering a range of risk-rated portfolios to suit different investor profiles.

Founded in

United States