Investore is the first digital platform that allows you to identify the best investment professionals and invest using their investment portfolios.
Because we identify the best investment professionals globally and put them in one place. In this way, by investing in the portfolios of these professionals, you can obtain higher returns and control your money quickly and easily, since we make sure that your money is invested in the portfolios you choose.
It's very easy: answer the questionnaire to find out your investor profile. Our system will tell you what type of profile fits your needs and will show you the portfolios that are best suited to you. Once you have found the most attractive portfolio, click on ‘View Details’ to learn more about it and add it to ‘Your Portfolio’.
To open your account at Investore you must register or log in and go to ‘Your Profile’. You will need to complete your details, upload your official documents and that’s it. You will then need to add the portfolios you have chosen to invest in to ‘Your Portfolio’.
Investore does not receive your money; you must make your deposit through the authorized broker. It is very important that when you make your deposit, you enter the reference number that we indicate, since each portfolio has a different reference number. This way we can automatically identify the portfolio you chose to invest in.
When you invest in your chosen portfolio, you will be charged the fee set by the professional who created the portfolio. This fee is a fixed monthly amount between 5 and 15 USD.
You can also opt for a subscription package (Advanced or Premium) in which you will not pay the professional fee for up to 3 portfolios (Premium) and you will have discounts on the professional fee when investing in more portfolios, in addition to having access to better tools to manage your investments.This fee includes unlimited commission-free trading with no account minimums or inactivity fees. For more information, please consult on https://www.interactivebrokers.com.
Please also read our Part 2A of the ADV form brochure for more information.
An investment portfolio at Investore is a portfolio designed by an investment professional. Portfolios are made up of different ETFs from one or more issuers. The portfolios have a determined investment objective, which is fixed while the portfolio is operating, and determines the maximum it invests in equities.
All portfolios have a fee charged by the investment professional. The fee is a fixed amount between 5 to 15 USD charged by the professional on a monthly basis for allowing you to use their portfolio. This fee is determined by the professional, based on their experience, knowledge, certifications and more.
Your money is received and managed through Interactive Brokers LLC (https://www.interactivebrokers.com), one of the largest online brokers in the world.
The professionals’ portfolios are made up of ETFs that are operated by prestigious institutions.
Portfolio returns cannot be guaranteed as they indicate past performance. Keep in mind that the platform will present the portfolios that are most suitable for you based on your responses to the questionnaire to determine your investor profile. For this reason, we suggest you respect the investment horizon of the portfolio in which you decide to invest.
You can start investing from $1 USD in any portfolio.
nteractive Brokers LLC (https://www.interactivebrokers.com) is one of the largest financial brokers globally. It is a member of NYSE - FINRA - SIPC and is regulated by the US Securities and Exchange Commission and the Commodity Futures Trading Commission.
Investore will present your balance and return of each of the portfolios in which you have invested, in real time. You will be able to revise the performance of your investments in each portfolio easily and quickly. Log in with your access data and go to the ‘Your Portfolio’ section to review this information.
You can request withdrawals twice a month. You just need to consider the time in which your funds will be available once you request the withdrawal (this is the liquidity). To request a withdrawal, log in with your access data and go to the ‘Your Portfolio’ section. Then identify the portfolio from where you want to withdraw your money, click on ‘Withdraw’ and follow the instructions.
You can change portfolio when you want. To change portfolio, click on the ‘Change’ button on the portfolio you wish to change and follow the instructions.
Keep in mind that all the money invested in that portfolio will be transferred to the new one, since we cannot make partial changes.
It is very important that the portfolio you want to change has the same objective as your new portfolio.
Even when there is no fixed term, we recommend you keep your investment for at least the first 6 months, since portfolios are designed to keep your money for a minimum period of 1 year (for the Conservative objective). This way, your money will generate more money.
It is very important that, before investing, you define your objectives and you answer the full questionnaire to know your investor profile; this way you will find the portfolio that best suits your needs.
Your money is invested in ETFs (Exchange Traded Funds) that can be fixed income (debt) or equity, depending on the portfolio you choose. We do not invest your money directly in stocks or any other financial instrument.
An investment objective is the way in which we classify all portfolios and it indicates the minimum and maximum percentage that the portfolio will have in equities. Keep in mind that the more equities your portfolio invests in, the higher the returns you could earn and the longer you will be recommended to invest, but the higher the risk and volatility.
The return is the percentage of capital gain (profit) or capital loss (loss) that an investment can generate over a period of time. All returns are past and cannot be guaranteed in the future, as they depend on the conditions of the financial markets. Investore calculates the returns of all the portfolios created by the professionals.
The investment horizon indicates the time we recommend you keep your funds invested so that you can obtain a good return. The greater the percentage of variable income (equities) your portfolio has, the longer the time it will be suggested to invest in that portfolio.
All ETFs are assigned a classification from the moment they are created, which is determined by the issuer that manages them. In each portfolio we show you the different classifications of the ETFs so you can find out in detail where your money will be invested.
It is the financial institution that manages the ETFs contained in each of the portfolios created by the Investment Professionals.
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