How We Build Personalized Portfolios
What makes Beanstox different is how we invest for our clients. The Beanstox app provides personalized portfolios with ETFs that may hold hundreds of stocks and bonds with an emphasis on U.S. stocks, dividends, growth, and technology. ETFs are typically low-cost and tax-efficient, making them a great choice to build your portfolio.
Our app was built to make investing seriously simple using Kevin O’Leary’s investment principles — keep it simple, keep investing, and keep it diversified. You don’t have to be an expert to build wealth over time. For $5/month, we do it for you.
No stress, just Seriously Simple Investing®.
How many people need seriously simple investing? Well, there are over 100 million Americans with no investment account of any kind. That’s a pretty large audience. While there are apps on the market today that offer a wide variety of options, like choosing your own stocks, we believe that’s not for everyone. Whether you have some investing experience or have never invested, a seriously simple investment solution can be in the palm of your hand with Beanstox.
Opportunity: Learn how you can invest in the Beanstox business,
alongside Kevin O’Leary, Chairman & co-owner.
As a result of the pandemic, many employees did not receive salary increases this year, and some even experienced furloughs or layoffs. If you were lucky enough to receive a salary increase, it’s more important than ever to use the extra funds to help secure your...
According to a 2019 report from CNBC, consumers in the U.S. overspend on average by a jaw-dropping $7,400 every year! With credit cards, pay-later plans, and endless sales, it's easier than ever to join the millions of people who end the year in a financial hole....
A 23-year old teaches Kevin O’Leary, Chairman and co-owner of Beanstox, how to live in Brooklyn on just $50,000 a year. To learn how she does it and get tips from Kevin O’Leary on how to save and invest for retirement and stay out of debt, check out the video....
Beanstox Inc. (“Beanstox”) is an SEC registered investment adviser and has arranged for brokerage services to be provided by DriveWealth LLC., a registered broker-dealer and member of FINRA/SIPC. DriveWealth is not affiliated with Beanstox.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and risk tolerance levels and Beanstox’s charges and expenses. The information provided herein is for illustrative purposes only and does not constitute personalized investment advice, recommendations or solicitations to hold, buy or sell any investment or security of any kind. Beanstox’s internet-based advisory services are designed to assist clients in achieving investment goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2A and Part 3 CRS and other disclosures.
All images and return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions. Past performance does not guarantee future results. Google Play and the Google Play logo are trademarks of Google, Inc. Apple, the Apple logo, and iPhone are trademarks of Apple, Inc., registered in the U.S.
© 2021 Beanstox Inc.