Get to know us

Belvedere Advisors is a technology-driven investment firm that offers clients investment strategies managed by proprietary algorithms. Each strategy is based on a theme, ranging from high-tech (with the Tech Leaders portfolio) to a more diversified and balanced approach to investing. Because the strategies are algorithmic, they are not driven by emotions or human judgement that is often biased towards very recent event.

Our investment strategies are available to very small and large investors alike. As an investor, you keep control of your investment assets at all times, Belvedere Advisors is only authorized by you to execute the trades in your account that correspond to the investment strategy you selected. You may add or withdraw money on any day, or remove your account from the investment strategy at any time with no fee or penalty. Your account will be opened in a few click at Interactive Brokers, one of the largest institutional brokerage firms in the United States.

It’s easy for you. We’ll do the hard work.

You can monitor your investment performance anytime from anywhere.

Our Approach To Investing For You

The portfolios offered by Belvedere Advisors are based a blend of your personal circumstances, which we assess from a short suitability questionnaire, and technical financial metrics that seek to provide downside protection in difficult market conditions. Our portfolios are managed in your personal brokerage account automatically by our algorithms, with no human intervention to avoid natural personal biases. Your money never leaves your account, and you remain in full control of your account at all times. You may add or withdraw money at any time, change or exit your investments with us on any day without any penalty or fees.

Besides the automatic implementation of your chosen portfolio, our approach offers several layers of risk management to attempt to protect capital during market downturns. Depending on your portfolio, these include (a) automatic reallocation/rebalancing among the securities used in your portfolio to carry out the underlying investment strategy; (b) periodic reallocation of capital across multiple underlying strategies; (c) trailing stop losses for the overall portfolio strategy and/or at the individual security level, that can bring your portfolio entirely or partially to cash. Your portfolio is automatically reviewed and assessed every day by our algorithms, so that you do not have to take any action besides reviewing your own account as you would any other investment account.

We work the way your mind works:

  • Answer some questions
  • Tell us your life goals
  • Pick and combine strategies
  • Build it yourself

Learn by doing.

You can learn to invest in the stock market as you build out your portfolio.

Discover new stocks through collections, track your favorites, and more.

No manual needed.

We’ve designed our app from the ground up for the next generation of newcomers and experts alike.

It’s fast, dead simple and just works.