Managed Portfolios

At InvexTrade we handle the hard work of investing. You stay fully informed and in control of your strategy. No matter which InvexTrade personalized investment plan you choose, you’ll benefit from the same transparency and control, backed by years of combined investment experience.

Put Your Money In Good Hands

InvexTrade Capital Management has been professionally managing accounts for a decade, and our investment strategy team leverages 55+ years of combined experience to guide and monitor portfolios through all kinds of market conditions.

  • Our disciplined investment process includes a combination of both quantitative and qualitative analysis
  • We pay special attention to managing risk, while identifying new opportunities in an effort to help you reach your goals
  • No matter how much money you invest, your portfolio will benefit from investment expertise, knowledge, and attention

Everything we do starts with you

Whether you’re investing for retirement, buying a home, or simply trying to grow your money, your goals are our priority.

  • Control the investing strategy and can update it at any time as your financial situation or needs change
  • Get a clear view of your individual holdings and performance 24/7 through our real-time digital dashboard
  • Enjoy competitive pricing with no trading commissions or transaction fees

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