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How Round Works.

Do you have $25 million to go directly to an investment consultant? Not many people do—so we built Round to cut out the middlemen and make it easier to get an institutional-grade portfolio. Here’s how it works:

The problem.

Do you have $25 million to go directly to an investment consultant? Not many people do—so we built Round to cut out the middlemen and make it easier to get an institutional-grade portfolio. Here’s how it works:

We're different than the rest.

It's not just a lie your ex told you. Round really is unlike any other investment platform on the market.

  • Us

  • Active
  • Portfolios are analyzed and adjusted to navigate market risks
  • Sophisticated investments that you wouldn’t know how to select yourself
  • One low fee that is waived if your return is negative
vs
  • Them

  • Passive
  • Portfolio allocations are stagnant and do not change
  • Generic passive ETFs you could select yourself
  • Fee charged regardless of your outcome

Fee structure that’s aligned with you. Just 0.5% annually.

Positive Monthly Return

Monthly fee is charged

Negative Monthly Return

Monthly fee is waived

Learn about fees

Exclusive active management, curated for you.

Invest with Smart Money

Your investments are managed by the ‘Smart Money’⁠—the most sophisticated investors that invest in the most complex markets.

Invest with Oversight

The world is rapidly changing. That’s why we constantly analyze the fund managers and their infrastructure to help tilt the playing field in your favor.

Invest with Round

No B.S., just results. You get access to a well-rounded portfolio of world-class fund managers, constant oversight, and exposure to unique asset classes that you may never have heard of.