We believe that everyone should have access to a well-rounded investment solution. That starts with having a well-rounded team.
Our team is comprised of portfolio managers, financial engineers, analysts, and software engineers that come from some of the most prestigious financial services firms in the world. We have deep industry experience investing for hedge funds and private equity, as well as developing complex financial software for the big banks themselves.
We have 100% of our savings and investments in our Round portfolios, which means means we invest alongside you.
-Saul & Ron
Saul was on a portfolio management team that managed a multi-billion dollar portfolio at Guggenheim Partners.
While at Guggenheim his team won multiple awards for running some of the best hedge fund and mutual fund strategies in the world.
Before this, he worked in investment banking and valuations with a math-heavy focus in financial derivatives.
The rest of the team thinks that his true calling though is acting (check out the videos).
Ron was a software engineer at Bridg, a leading big data marketing company.
Before this Ron headed up product for a health tech company that built both hardware and software.
All he cares about is building products that help people.
Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.