For advisors
An endowment-style portfolio for your entire practice.
Add a diversified public and private markets fund to your client portfolios: no accreditation requirements, with a $1,000 minimum.
Exposure across asset classes without the burden of manager selection and due diligence. Deeply researched, curated, and monitored by an institutional investment team.
With a single allocation, your clients get exposure to a full range of private markets – private equity, venture capital, private real estate, private infrastructure, private credit, and hedge funds – alongside direct-indexed public equities.
Benefits
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Institutional experience delivered to your clients
Our CIO spent more than 17 years managing multi-billion dollar portfolios for some of New York’s largest endowments & foundations. The Fund is built upon her network and experience.
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A rigorous selection process free of conflicts
Unlike funds sponsored by large alternatives managers, we are an independent adviser selecting best-in-class managers across asset classes.
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Every client qualifies
With no accreditation requirements and a $1,000 minimum, the Fund can make private markets accessible for clients at every stage of wealth creation, even custodial accounts.
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No friction for retirement money
As a regulated investment company, the Fund doesn’t generate UBTI, making it work in an IRA.
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An easy experience for you and your client
No complex subscription documents to fill out and a 1099-DIV at tax time provide an easy investor experience.
Held direct-at-fund, with control for you
To keep fees low, the fund is self-distributed and not offered through Schwab, Fidelity, Pershing or any other custodial platform. But advisors maintain visibility and control through a dedicated portal.
Your book, at a glance
View and manage Ivy Invest client assets at an individual, household, advisor, or firm level.
Full transaction authority
Initiate purchases, redemptions, and IRA transfers on behalf of clients. Clients can optionally have their own logins for self-directed activity.
Integrated reporting
We deliver a daily position file into your portfolio reporting system, for easy account aggregation, reconciliation, and client billing.
The Fund
Private markets investments, historically limited to the wealthiest investors, are now within reach for your clients — starting at just $1,000.
Fund Breakdown
- Private Equity
- 21.7%
- Public Equities
- 42.1%
- Fixed Income
- 8.2%
- Private Credit
- 6.5%
- Hedge Funds
- 3.0%
- Private Real Estate
- 6.8%
- Private Infrastructure
- 5.8%
- Special Situations
- 5.9%
Institutional Investment Strategy Fund allocations, subject to change.
Ready to bring endowment-style investing to your clients?
Account types supported
- Individual
- Joint
- UGMA/UTMA
- Trust
- Entity
- IRA
- Roth IRA
- SEP IRA
- Custodial IRA
- Inherited IRA
Account funding options
- ACH/wire
- Trustee-to-trustee IRA transfer
- 401(k) rollover