Plutus works with individuals and institutions to provide professional model portfolios from top research providers, automating the trades needed to keep your investments aligned with their strategies. Importantly, your assets remain yours, and our authority stays limited.
Here's what happens step by step:
Connect your Brokerage -> Plutus links securely to your Interactive Brokers (IBKR) account with limited trading authority. After a quick risk assessment, you can choose your own strategy or allow us to select for you with Plutus Managed. Create a new IBKR account for Plutus or link an existing IBKR account.
Launch Account -> Plutus scans the model portfolio, compares it with your account, and generates the exact trades needed to match it.
Automated Rebalancing -> Whenever a Provider adds or removes positions in one of your portfolios, Plutus automatically mirrors the changes so you stay aligned on an ongoing basis.
Update Strategy -> Change your selected portfolios whenever you like, easily reallocating across our ever-expanding lineup of professional providers. You remain in total control and can delink Plutus's trading authority at any time.
Pricing
1% per year on the assets we advise. Pay as you go, cancel anytime. No performance fees, no hidden costs. Additional information on fees is available here.
Please consult our FAQ or reach us using the 'Help' chart in the top right if you have any outstanding questions.