Invest for your future. We can help.

Marcus Invest offers investment portfolios designed by the experts at Goldman Sachs and customized by you. Start investing with as little as $5—and let Marcus Invest help you reach for your goals.

Visuals, including values, are for illustrative purposes only.

Customize by selecting one of our three portfolio themes. Smart Beta is not available for IRAs.

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

Invest for your future.

We can help.

Invest for your future.

We can help.

Marcus Invest offers investment portfolios designed by the experts at Goldman Sachs and customized by you. Start investing with as little as $5—and let Marcus Invest help you reach for your goals.

Visuals, including values, are for illustrative purposes only.

Customize by selecting one of our three portfolio themes. Smart Beta is not available for IRAs.

Invest for your future. We can help.

Marcus Invest offers investment portfolios designed by the experts at Goldman Sachs and customized by you. Start investing with as little as $5—and let Marcus Invest help you reach for your goals.

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

may lose value.

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

*Visuals, including values, are for illustrative purposes only.

Our technology compares your current asset allocation to your target allocation and triggers rebalancing, when needed. Once triggered, rebalancing is reviewed and initiated by our advisory personnel. Read more in our Form ADV.

Use our Interactive Investment Tool to see what the portfolio could do over different time periods.

IMPORTANT: The projections or other information generated by the Interactive Investment Tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Investing entails risk, including loss of principal. This calculator is provided as an educational tool for your independent use and is not intended to provide financial planning or investment advice.

Actual performance may entail additional fees or other costs, which can lower results. Future performance may also vary due to market conditions or a change in the asset allocation of the Core portfolio theme.

Returns are calculated for a specific period of time based on an initial investment amount as chosen in the Interactive Investment Tool. All returns are shown pre-tax. The net returns shown assume an annual management fee of 0.35% from inception to June 28, 2022, and 0.25% from the period June 29, 2022, onwards. The returns are aggregated daily with an assumed quarterly rebalancing of portfolios. The underlying ETFs are updated upon a strategic asset allocation change to the Core portfolio theme.

Methodology: This Interactive Investment Tool shows model returns of portfolios in individual or joint investment accounts with the Core portfolio theme, based on asset allocation models designed and maintained by GS&Co.’s Investment Strategy Group (“ISG”), since September of 2018. The portfolios were previously offered to a select set of clients through a proprietary ‘GS Invest’ platform, available to corporate clients of Goldman Sachs. The portfolios were transitioned and re-introduced to Marcus Invest in February 2021.

The returns shown by the Interactive Investment Tool do not include the model performance of client portfolios retirement accounts or the Goldman Sachs Impact or Goldman Sachs Smart Beta portfolio themes

What is Marcus Invest?

Marcus Invest combines three powerful features:

  1. Portfolios built by Goldman Sachs experts.
  2. The ability to customize your investment: Choose a portfolio theme to align with your priorities.
  3. Proprietary technology that triggers rebalancing when needed. Once triggered, our team reviews and initiates rebalancing, so you don’t have to.

Visuals, including values, are for illustrative purposes only.

How does it work?

Our Goldman Sachs professionals select ETFs and build portfolios

Extensive research and analysis help us find the ETFs we think are best suited for our portfolio themes.

Tell us about yourself

Answer a few questions about your risk tolerance and timeline to identify your investment profile.

Get matched to a portfolio & choose a theme

Our technology will match you to a portfolio—from conservative to moderate to aggressive—with a diverse mix of stock and bond ETFs. Learn more about our portfolios

Put your money to work - without the hard work

We'll monitor your portfolio daily and rebalance your account when needed, for example if the market changes or if you add or withdraw money.

Visuals, including values, are for illustrative purposes only.

*Visuals, including values, are for illustrative purposes only.

Customize your portfolio.

Choose from three portfolio themes, to help your investment reflect your priorities.

Goldman Sachs Core

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

Goldman Sachs Smart Beta

Choose from three portfolio themes, to help your investment reflect your priorities
(Smart Beta not available for IRAs.) 

Goldman Sachs Impact

Designed to support sustainable business practices and avoid environmental or social harm.

Goldman Sachs Core

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

Goldman Sachs Smart Beta

Choose from three portfolio themes, to help your investment reflect your priorities.
(Smart Beta not available for IRAs.)

Goldman Sachs Impact

Designed 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 professionals for a 0.25% annual management fee, including asset allocation, trade commissions, daily monitoring and periodic rebalancing. Marcus Invest covers any additional fees for ancillary services such as requests for printed statements, check copies or account ownership transfers. Learn more in the ADV brochure.

Investing with Marcus Invest costs less than you might think.

You get the expertise of Goldman Sachs professionals for a 0.25% annual management fee, including asset allocation, trade commissions, daily monitoring and periodic rebalancing. Marcus Invest covers any additional fees for ancillary services such as requests for printed statements, check copies or account ownership transfers. Learn more in the ADV brochure.

The management fee is for services we provide, as well as clearing and custodial services provided by the custodian. The account holder is responsible for the management fee. The fee is paid quarterly in arrears and debited from your account. The management fee does not include the fees and expenses applicable to investment funds, including the fees and expenses that are reflected in the price of the ETF and mutual fund shares, which are deducted from the fund’s net asset value and are borne by the fund’s shareholders. Starting January 1, 2023, investors in Smart Beta Portfolios will no longer receive a rebate for Goldman Sachs Asset Management (“GSAM LP,” an affiliate of GS&Co.) ETFs and will be subject to applicable expense ratios. GS&Co. does not have any role in the management of or selection of ETFs managed by GSAM LP. For more information regarding the management fee and other costs associated with the program, please click here.

Investing with Marcus Invest costs less than you might think.

You get the expertise of Goldman Sachs professionals for a 0.25% annual management fee, including asset allocation, trade commissions, daily monitoring and periodic rebalancing. Marcus Invest covers any additional fees for ancillary services such as requests for printed statements, check copies or account ownership transfers. Learn more in the ADV brochure.

Investing with Marcus Invest costs less than you might think.

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

The management fee is for services we provide, as well as clearing and custodial services provided by the custodian. The account holder is responsible for the management fee. The fee is paid quarterly in arrears and debited from your account. The management fee does not include the fees and expenses applicable to investment funds, including the fees and expenses that are reflected in the price of the ETF and mutual fund shares, which are deducted from the fund’s net asset value and are borne by the fund’s shareholders. Starting January 1, 2023, investors in Smart Beta Portfolios will no longer receive a rebate for Goldman Sachs Asset Management (“GSAM LP,” an affiliate of GS&Co.) ETFs and will be subject to applicable expense ratios and any purchase and redemption fees. GS&Co. does not have any role in the management of or selection of ETFs managed by GSAM LP. For more information regarding the management fee and other costs associated with the program, please click here.

Frequently asked questions