Mary & Pip

Mary & Pip Investments is a registered investment advisor that operates exclusively through an interactive mobile application and online technology platform. Mary & Pip provides automated portfolio management using exchange-traded funds, including options for digital asset exchange-traded funds and environmental, social, and governance strategies. Clients complete an online questionnaire to determine their risk profile and goals, and Mary & Pip manages portfolios on a discretionary basis without providing individualized advice in person or over the phone. The firm operates as a wrap fee program, bundling investment advisory services, transaction costs, and custodial fees into a single asset-based fee. Mary & Pip requires clients to use Alpaca Securities as their broker and custodian, and clients also pay a separate monthly technology subscription fee for accessing the mobile platform.