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Primeblock

SMART ADVISOR

A new way to AUTO-INVEST

  • Low Minimum Investment
  • Personalized risk distribution
  • Hands-off Portfolio Monitoring

Where to Start ?

App->Market->Automate Your Investings

Get Started

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Primeblock Smart Advisor

Your AI Money Manager

Distinctive Balance of Risk and Potential Return

A 130-member investment team actively manages your portfolio allocations based on quantitative analysis and qualitative insight.

Instantly View Your Investments

Stay in control of your investing strategy and track your performance through interactive tools.

Receive A Customized Portfolio

Your money is put into an expertly built portfolio containing a range of investment products based on your risk tolerance.

Important Disclosure: The model portfolios primarily utilize ETFs that make payments to SSGA Funds Management, Inc. or its affiliates (collectively "SSGA") for advisory or other services, which presents a conflict of interest for SSGA. Income earned by SSGA would be lower, and the returns generated by implementing one or more model portfolios might be higher, if the model portfolios were to be constructed using ETFs or other investments that do not pay fees to SSGA.

Simplicity

You only need a small initial deposit to get started—leave the rest to us. We handle all aspects of portfolio management.

Peace of Mind

Primeblock Smart Advisor helps with day-to-day management by monitoring your portfolio, and it automatically rebalances it when necessary to keep you on track.

2-in-1 APP

An app for both auto-investing and self-directed trading.

Disclaimer: Investment management and advisory services are provided by ("Primeblock Advisors"), an SEC-registered investment adviser. Investing involves risk, including the possible loss of principal invested. Past performance does not guarantee future results. Investments in securities are Not FDIC Insured - Not Bank Guaranteed - May Lose Value. New WindowView more

What is A Robo-Advisor

Learn More

Risk Assessment

Answer a few questions to let us know your willingness to take on risk.

Funding Your Account

More choices, more flexibility.

1. ACH

2. Wire transfer

3. Your individual account cash balance

Check Your Performance

Review your portfolio performance on the go.

See how much you’ve earned based on the amount you invested.

This is not an actual client portfolio and is for demonstration purposes only

FAQS

  • Who is eligible to open a Primeblock Smart Advisor account?

    You must reside in the U.S. full-time to use Primeblock’s services. You must also be 18 years old.

  • How do I fund my Primeblock Smart Advisor account?

    You can fund your Primeblock Smart Advisor account via ACH, wire, or for some clients, from your existing Primeblock LLC account. Not all clients will see the option to transfer but we are working hard to make it possible for all Primeblock LLC clients to easily transfer cash to their Smart Advisor account.

  • Does it cost anything to open and maintain a Primeblock Smart Advisor account?

    Fees will be waived until June 30, 2019. After June 30, 2019, the standard annualized fee of 0.20% (with a monthly minimum fee of $1) will be charged. For more detail about Primeblock Smart Advisor fees, please refer to the ADV.

See more Primeblock Smart Advisor FAQs

Disclaimer: Investment management and advisory services are provided by Primeblock Advisors LLC ("Primeblock Advisors"), an SEC-registered investment adviser. Investing involves risk, including the possible loss of principal invested. Past performance does not guarantee future results. Investments in securities are Not FDIC Insured - Not Bank Guaranteed - May Lose Value. New Window Primeblock Smart Advisor DisclosureView more