Eko Investments Inc. is an internet-based investment advisor that provides quantitative-driven portfolio management services to individuals through a software application and mobile platform. Eko builds personalized investment portfolios consisting of publicly traded stocks, exchange-traded funds, and digital assets based on client risk profiles and investment preferences. The firm offers pre-built diversified portfolios, hybrid portfolios using direct indexing, and non-discretionary portfolios. Eko also licenses its platform to financial institutions that offer the service to their own customers under white-label arrangements. Eko uses proprietary quantitative models to automatically monitor markets and rebalance portfolios. Eko does not provide in-person or telephone investment advice, nor does it offer comprehensive financial planning or tax advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is up to 0.5% per year, charged monthly in arrears. Alternatively, a flat fee of up to $3.00 per month may apply instead of or in addition to the asset-based fee.