Simple investing exclusive to Elevations members
You don’t need to be a finance expert to invest. Just add your preferences, follow easy guidance, and we’ll create a portfolio that fits your needs.
$0 Advisory Fee for the First 3 months*
Marstone, LLC is an independent Registered Investment Advisor and a proud partner of Elevations Credit Union. Our easy to use investing tools can help you discover powerful financial opportunities and build greater wealth on your own terms.
Dream big,
invest easy.
Effortless tools. Ditch the math, jargon, and spreadsheets. Our easy to use investing platform automatically provides you with a financial strategy that’s tailored to your life, goals, and style.
Fast action. Open an account, fund it with as little as $500, and empower your dreams all in one smooth, guided process. With just a few clicks, your financial journey can quickly begin.
How it works.
Step 1:
Tell us about you.
Give us some info about your goals, interests, and timeline, then within seconds you’ll have a recommended portfolio that fits your needs and your style.
Step 2:
Track your progress.
Monitor your dashboard and watch your investments. You can also link other accounts to get a full picture of your financial progress.
Step 3:
See your portfolio.
After reviewing your new recommended Marstone portfolio, we’ll get a few more details to finalize and open your investment account.
Step 4:
Start Investing.
Fund your new account with as little as $500, and get invested in a powerful future. There’s no paperwork involved, eveything is fully automated and digital.
Starting Out? It’s never too early to plant the seeds for your brightest future. Our intuitive do-it-yourself investing tools help you embark on a smart financial path with confidence.
Seasoned Investor? Boost your existing holdings with our professionally designed portfolios and uncover new opportunities for yourself and your family. Diversify today to help reach new heights of financial well being.
The right time is right now.
Fuel your dreams. You’ve put in the hard work, now let it pay off. Whether your dreams include an epic vacation, a new home, or a secure retirement, start empowering all your ambitions.
Track progress, crush goals. Watch your goals take shape on your account dashboard by creating automated recurring deposits, linking external financial accounts, and overseeing your full financial picture—anytime, anywhere.
Let your future take flight.
Safety first. Your Marstone account is held in your name at BNY Pershing, a custodian that holds and protects your assets, keeping your money safe and secure, while maintaining records and sending you statements about your accounts.
Strength and stability. BNY Pershing has been a trusted custodian for over 80 years holding over $2.5 trillion of client assets for over 8 million investors. To learn more click here.
Keeping your money safe.
Frequently Asked Questions
Questions? We have answers.
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The Marstone platform exists to put clients at ease, allowing investors at every level to gain the knowledge they require— quickly, easily, and with greater trust and confidence. We present complex ideas and information through clear language and meaningful visuals. Marstone uses a process that allows us to harness the strength of technology to build portfolios that we think more accurately reflect your ability to take investment risk. The investment team combined professional investing experience with behavioral finance research to create a short questionnaire that cuts through the industry jargon and gets to the core of how an individual thinks about and reacts to financial risk. After answering our easy, yet sophisticated, survey, we create a diversified portfolio for you that is aligned with your interests.
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Marstone’s investment advisory fee is 50 basis points (0.50%) per year. This fee is charged monthly based on the account balance at the end of the month. Advisory fees pay for the investment advice, trading & rebalancing, and record-keeping for your account. Separately, the underlying investments that make up your portfolio charge their own fees, which are deducted directly from the assets of the underlying investment. Marstone does not receive any portion of these fees. More information on fees and billing can be found in our Form ADV 2A and Wrap Fee Brochure.
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This service offers unique features, including:
Straightforward pricing model without transaction charges or hidden fees
Low minimum balance
A user experience that makes it easy to recreate your relationship with money
Our platform provides automation all around which means seamless diversification, automated rebalancing, continuous monitoring by our portfolio management team and the ability to aggregate your financial accounts held outside of the platform.
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No. Note, since we offer users the ability to aggregate their outside accounts, you can invest with another platform and view your outside brokerage accounts all in one place.
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Marstone's investment team combines years of professional investing experience with advancements in academic research to provide clients what we think is the right mix of risk and return based on the risk score we calculate using our proprietary risk-tolerance algorithm.
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Marstone is a Registered Investment Advisor, and creator of a digital investment portfolio creation and management platform. It allows investors of all levels to quickly and easily begin investing. A brief survey helps us create a portfolio matching your investment risk preference, interests, and goals. To inspire confidence, we explain ideas and information with clear language free from financial jargon.
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Many information security measures, including multi-factor authentication, are used to safeguard user accounts. The accounts are held in your name at BNY Pershing, a clearing and custody firm that securely holds the investments of over 8 million investors.
More questions? Check out our FAQs to learn more.