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.
We'll ask some questions about your risk tolerance and timeline to identify your investment goal.
We'll recommend a portfolio with a diverse mix of stock and bond ETFs vetted by Goldman Sachs professionals.
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.
*Visuals, including values, are for illustrative purposes only. Investing involves risk and investments may lose value.
We'll ask some questions about your risk tolerance and timeline to identify your investment goal.
We'll recommend a portfolio with a diverse mix of stock and bond ETFs vetted by Goldman Sachs professionals.
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.
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
Designed to track market benchmarks with a diverse mix of asset classes
Goldman Sachs
Designed to track market benchmarks while supporting sustainable business practices
Goldman Sachs
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)
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
Our basic portfolios, designed to keep up with market ups and downs.
Goldman Sachs
Blends active and passive investing, with potentially more volatility. Includes investment in Goldman Sachs ETFs.
Goldman Sachs
Portfolios designed for those who want to support sustainable business practices and avoid environmental or social harm.
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
Our basic portfolios, designed to keep up with market ups and downs.
Goldman Sachs
Blends active and passive investing, with potentially more voltaility. Includes investment in Goldman Sachs ETFs.
Not available for IRAs.
Goldman Sachs
Portfolios designed for those who want to support sustainable business practices and avoid environmental or social harm.
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
Our basic portfolios, designed to keep up with market ups and downs.
Goldman Sachs
Blends active and passive investing, with potentially more voltaility. Includes investment in Goldman Sachs ETFs.
Not available for IRAs.
Goldman Sachs
Portfolios designed for those who want to support sustainable business practices and avoid environmental or social harm.
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.
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.