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retirement portfolio

An endowment-style fund, with institutional private markets investments

Public Equities

Fixed Income

Private Equity

Hedge Funds

Private Credit

Real Estate

Infrastructure

Special Situations

SEC RegisteredFund

$1,000Minimum

QuarterlyLiquidity

Start investing

Featured portfolio managers

For a Limited Time

Get lower-fee Founder Shares when you rollover an eligible retirement account or transfer an IRA to Ivy Invest

Why choose Ivy Invest?

Experience institutional-quality investing — finally made simple and transparent

Professionally-Vetted Access

We select top fund managers across a range of asset classes.

Blue Owl

Real Estate Net Lease Trust

Summary

Type

Private REIT

Inception Date

04/2022

Fund Size

$9.1B

Reduced Fees

Our institutional access provides lower fees,
so more of your compounding can stay invested.

FEES

TOTAL RETURN

Active Asset Allocation

Sleep well at night with a CIO-managed portfolio that adapts to markets.

Portfolio Allocations

Public Equities 40.0%

Fixed Income 10%

Hedge Funds 0.0%

Private Equity 24%

Private Credit 8%

Real Estate 6%

Infrastructure 5%

Special Situations 7%

Direct Indexing Included

Advanced direct indexing and tax-loss harvesting included, at no extra charge.¹

S&P 500

NVIDIA

Apple

Microsoft

Google

Amazon

Simplified Tax Reporting

One consolidated 1099 makes tax season straightforward.

Documents

Individual

Consolidated 1099

Traditional IRA

Form 5498

Your investment is secure

Trusted partners, proven standards—your security comes first.

Asset Custody at Fifth Third Bank

Trusted bank with $200B+ of assets

SEC-Registered Fund with Independent Auditors

Strict regulatory requirements

Your Funds Belong To You

No commingling of customer accounts

Don’t miss the majority of the market

If you're investing only in stocks and bonds, you're missing out on a big part of the American economy.
But with Ivy Invest, each share of our fund gives you exposure to both public and private markets.

Stocks

Bonds

Hedge funds

Private equity

Private credit

Special situations

Private real estate

Private infrastructure

Ivy Invest

ETFs

Mutual funds

Robo-advisors

2261 Market Street, Suite 5190
San Francisco, CA 94114

hello@ivyinvest.co

Full Disclosures

¹ Via our partner RhumbLine Advisors, a firm with $136 billion under management, we provide direct indexing, a strategy that looks to replicate an existing stock index, like the S&P 500, through direct ownership of individual stocks. One benefit of direct indexing is tax-loss harvesting, which may help reduce tax bills by offsetting capital gains with losses from other positions.

The Institutional Investment Strategy Fund ("IISF" or "Fund") is an investment company registered under the Investment Company Act of 1940. IISF is a closed-end fund operating as an interval fund that makes quarterly repurchase offers and as such provides limited liquidity. The fund commenced operations on March 5, 2024. An investor should consider the investment objective, risks, charges and expenses of an investment. The Prospectus contains this and other information. Read it carefully before investing.

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