Most investment platforms give you the same stocks, bonds, and ETFs you can buy anywhere.
Ivy Invest offers a single endowment-style fund built on the principles of university endowments like Yale, Harvard, and Stanford — investing in both public and private markets.
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Buy shares in that single fund, and every share holds a complete portfolio — eight asset classes across public and private markets.
Allocations are targets and subject to change.
Your portfolio is actively managed by our CIO, Wendy Li, who spent 17+ years managing multi-billion dollar institutional portfolios. Set it, and let a pro handle it.
Step 1 · Open
Open your investment account: Individual, Trust, or any IRA (Traditional, Roth, Inherited, or Custodial).
Step 2 · Fund
Fund it: link a bank account, or transfer or rollover a 401(k) or IRA.
Transfers and rollovers are tax-free — you can move some or all of your current funds, with no limits.
Your money is pooled with all other Ivy Invest investors. That collective buying power unlocks institutional investments that often require $1 million or more — starting at just $1,000.
Ivy Invest is designed for long-term investors — a good fit for money you don't expect to need for 5 years or more. But we know life happens, so we offer quarterly windows in which you can request to sell shares.
Fifth Third Bank custody · SEC-registered · Independently audited
Open your account and put the strategy to work — starting at $1,000.
Before investing, carefully consider the investment objective, risks, charges, and expenses of the Institutional Investment Strategy Fund. See full disclosures.