Clever Alpha
Clever Alpha is a digital investment advisory firm based in Manhattan Beach, California, that focuses on automated investing through diversified portfolios utilizing low-cost ETFs. Their services cater to a range of clients, including individuals, small businesses, and institutional high-net-worth investors, all while leveraging advanced AI for tailored portfolio insights.
The firm offers a seamless online account setup process, monitoring portfolios daily to identify investment opportunities that align with clients' goals and risk tolerance. Clever Alpha emphasizes financial health education, providing resources such as an educational portal and retirement planning tools to help investors navigate their financial journeys effectively.
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