InvestorKeep - Investment Monitoring Service

How much are your investments costing you?

The goal of investing is to maximize returns for the lowest risk and cost. Our investment monitoring service provides real-time information you won't find in your financial statements.

Risk comes from not knowing what you’re doing.

- Warren Buffett

InvestorKeep - Investment Monitoring Service

How much are your investments costing you?

The goal of investing is to maximize returns for the lowest risk and cost. Our investment monitoring service provides real-time information you won't find in your financial statements.

Risk comes from not knowing what you’re doing.

- Warren Buffett

InvestorKeep’s enterprise class investment monitoring service monitors all your financial accounts, bringing to light how your money is being managed and how much it’s costing you. Real-time alerts show you areas of concern that are costing you money and future returns. Using advanced platforms like Morningstar®, our algorithms provide you with actionable intelligence so you or your financial professional can make valuable investment adjustments. We don’t offer financial products, advice, or advertising. InvestorKeep is completely independent and unbiased.

Most financial advisors simply have too many clients and too many accounts to give individual attention to each one. In addition, there are over 10,000 mutual funds, 1,400 Exchange Traded Funds, and hundreds of global stock exchanges. Proprietary analytics and algorithms allow InvestorKeep to actively monitor all your investments, protecting you from changes in fees, risk, investment quality, and losses no single investor or financial professional could manage.

InvestorKeep uses proprietary analytics to provide unbiased, third party monitoring of your financial accounts.
We will never send you advertisements or contact you to sell financial services.

Are you optimizing how your investments are being managed over time?

Monitor Account Fees

InvestorKeep alerts you to unnecessary or excessive fees. Potentially keeping thousands of dollars in your retirement accounts.

Track investment quality

We’ll alert you to risks and emerging issues affecting the quality of investments in all your accounts

Align investments to goals

Know what conversations to have with your financial professional to minimize tax liability, manage risk, and meet your long-term goals.

Trust starts with knowing your accounts are optimized