Special limited-time offer: 

Pay no advisory fee for 90 days when you add a total of $5,000 in new funds to a new or existing Marcus Invest account. Other fees may apply. Offer expires 10/31/21. Terms apply.

Digitally managed investments powered by Goldman Sachs.

Marcus Invest combines the expertise of Goldman Sachs with the technology of a robo advisor to bring you managed portfolios that reflect your goals.

Open an investment or retirement account with $1,000 or more.

*Visuals, including values, are for illustrative purposes only. Investing involves risk and investments may lose value.

Get a managed portfolio designed by Goldman Sachs experts.

Tell us about yourself

We'll ask some questions about your risk tolerance and timeline to identify your investment goal.

We’ll match you to a portfolio

We'll recommend a portfolio with a diverse mix of stock and bond ETFs vetted by Goldman Sachs professionals. 

We’ll manage the day-to-day

Your portfolio will be monitored daily and periodically rebalanced if market changes cause a shift or when you make deposits or withdrawals from your account.

Special limited-time offer:

Pay no advisory fee for 90 days.
Terms apply.

Digitally managed investments 

powered by Goldman Sachs.

Open an investment or retirement account with $1,000 or more.

*Visuals, including values, are for illustrative purposes only. Investing involves risk and investments may lose value.

Special limited-time offer: 

Pay no advisory fee for 90 days when you add a total of $5,000 in new funds to a new or existing Marcus Invest account. Other fees may apply. Offer expires 10/31/21. Terms apply.

Get a managed portfolio designed by Goldman Sachs experts.

Tell us about yourself

We'll ask some questions about your risk tolerance and timeline to identify your investment goal.

We'll match you to a profile

We'll recommend a portfolio with a diverse mix of stock and bond ETFs vetted by Goldman Sachs professionals. 

We’ll manage the day-to-day

Your portfolio will be monitored daily and periodically rebalanced if market changes cause a shift or when you make deposits or withdrawals from your account.

This tool is for illustrative purposes only. Actual asset allocations of Marcus Invest portfolios may vary. 

Invest your money your way.

Based on your risk tolerance and timeline, we’ll recommend a conservative, moderate, or growth portfolio (or somewhere in between). Then, customize your approach by selecting one of our Goldman Sachs investment strategies to determine which ETFs you’ll be invested in.

Goldman Sachs

Core

Designed to track market benchmarks with a diverse mix of asset classes

Goldman Sachs

Impact

Designed to track market benchmarks while supporting sustainable business practices

Goldman Sachs

Smart Beta

Designed to potentially deliver higher long-term gains with more variability to market benchmarks by investing in select Goldman Sachs ETFs (not available for IRAs)

You do you. Customize your portfolio theme.

Not all investors are the same. Customize your portfolio by selecting one of three investment themes, each designed to reflect your priorities. We’ll select the specific ETFs for your portfolio based on the approach you choose. 

Goldman Sachs

Core

Our basic portfolios, designed to keep up with market ups and downs.

Goldman Sachs

Smart Beta

Blends active and passive investing, with potentially more volatility. Includes investment in Goldman Sachs ETFs.

Goldman Sachs

Impact

Portfolios designed for those who want to support sustainable business practices and avoid environmental or social harm.

You do you. Customize your portfolio theme.

Not all investors are the same. Customize your portfolio by selecting one of three investment themes, each designed to reflect your priortities. We'll select the specific ETFs for your portfolio based on the approach you choose.

Goldman Sachs

Core

Our basic portfolios, designed to keep up with market ups and downs.

Goldman Sachs

Smart Beta

Blends active and passive investing, with potentially more voltaility. Includes investment in Goldman Sachs ETFs. 

Not available for IRAs.

Goldman Sachs

Impact

Portfolios designed for those who want to support sustainable business practices and avoid environmental or social harm.

You do you. Customize your portfolio theme.

Not all investors are the same. Customize your portfolio by selecting one of three investment themes, each designed to reflect your priortities. We'll select the specific ETFs for your portfolio based on the approach you choose.

Goldman Sachs

Core

Our basic portfolios, designed to keep up with market ups and downs.

Goldman Sachs

Smart Beta

Blends active and passive investing, with potentially more voltaility. Includes investment in Goldman Sachs ETFs. 

Not available for IRAs.

Goldman Sachs

Impact

Portfolios designed for those who want to support sustainable business practices and avoid environmental or social harm.

Investing with Marcus Invest costs less than you might think.

You get the expertise of Goldman Sachs for a 0.35% advisory fee, including asset allocation, trade commissions, daily monitoring and periodic rebalancing. 

This calculator is for illustrative purposes only and may not apply to your individual circumstances. Calculated value assumes the same daily balance for the year and multiplies it by the annual advisory fee of 0.35%.

The advisory fee is for services we provide, as well as clearing and custodial services provided by the custodian. The account holder is responsible for the advisory fee. The fee is paid quarterly in arrears and debited from your account. The advisory fee does not include the fees and expenses applicable to investment funds, and the additional costs for ancillary services provided by the custodian. Pricing is subject to change. For more information regarding the advisory fee and other costs associated with the program, please click here.

Invest for the future you want.

Whether you’re planning for retirement or simply planning for a better future, we offer managed portfolios of ETFs and account options that can help you get there.

Frequently asked questions

Learn more about the 90-day no advisory fee offer

Check out more Marcus Invest FAQs or give us a call at 1-833-720-6468 and we'll be happy to help.

  

Marcus Invest by Goldman Sachs® Advisory Fee Waiver Program Terms

AS OF September 18, 2021. THE 90 DAY ADVISORY FEE WAIVER PROGRAM DESCRIBED BELOW IS VALID FROM AUGUST 16, 2021 THROUGH OCTOBER 31, 2021 (THE “OFFER PERIOD”).

Eligibility  

You must i) be a new or existing Marcus Invest customer and ii) initiate and complete a total of five thousand ($5,000) dollars in net new contributions to your Marcus Invest account during the Offer Period. If you meet the eligibility criteria, you will automatically receive a fee waiver applied to your account for ninety (90) days.

The ninety (90) day time period begins on the date that your Marcus Invest account meets the five thousand dollar ($5,000) contribution criteria. Any Marcus Invest accounts with less than five thousand dollars ($5,000) of net new contributions during the Offer Period will not receive the advisory fee waiver.

General

If you qualify for the fee waiver program, you will receive an e-mail confirming you have met the eligibility requirements and informing you that the fee waiver will be automatically applied to your account for ninety (90) days starting that day.

The advisory fee waiver is applicable only to the advisory fee for services provided by Marcus Invest, as well as clearing and custodial services provided by the custodian. The waiver does not apply to the fees and expenses applicable to investment funds, and the additional costs for ancillary services provided by the custodian. These fees remain the responsibility of the customer during the Offer Period.

Marcus Invest reserves the right to revoke or modify this program at any time without notice, which could include changing the type of bonus awarded or the amount of any bonus. If we determine that a customer has engaged in or plans to engage in abuse or gaming in connection with this offer, they will not be eligible for this offer.