Planning & investing.
We know you and your plan
We’ve spent time getting to know you, your goals, and your risk profile (we think we’ve gotten to know you better than a form questionnaire or a calculator can do), and can help put together the best investment portfolio for you.
We’ll manage your investment portfolio as part of your overall financial plan. If something changes in your plan, we can frictionlessly update your investments.
Global investing with low fees
Our investment strategy involves building a portfolio with thousands of companies from dozens of countries, and doing this with low fees. We believe this is the best approach to help your money grow for the long term.
We lower risk in your portfolio by diversifying your investments. That means we’ll choose a range of investments so that your success isn’t dependent on the performance of any particular country or business sector.
Increase tax efficiency and lower fees
We do the analysis to find investments with low management fees and perform tax loss harvesting on your behalf.
Personalized to you
The portfolio is personalized for your risk appetite and aligned with your goals. We know if you are saving for something soon or putting it away for retirement, and can choose appropriate investments for each situation.
Set up your account
Open an account and transfer the investments and cash you’d like Grove to manage. Appoint Grove as your advisor on the account.
Let us do the work
Grove manages your account according to your plan (if your plans change we’ll make sure it gets updated in your investments too).
Check your account balance and holdings online, and receive monthly summaries of your portfolio performance.
0.25% of assets under management over $100,000
For an account with $150,000 in assets, about $10/month
Top 5 robo-advisors
0.33% of assets under management
For an account with $150,000 in assets, about $42/month
1% of assets under management
For an account with $150,000 in assets, about $126/month