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Illustrative only; not actual or predicted results.
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Illustrative only; not actual or predicted results.
Illustrative only; not actual or predicted results.
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FAQs
Today, Cleo offers Smart Investing – an automated investment account that’s matched to your goals and risk tolerance. Your money goes into a portfolio of Exchange Traded Funds (ETFs) and is managed for you, so you don't have to pick investments or decide when to buy and sell.
When you apply, you'll answer a few questions about your goals and how much risk you're comfortable with. Based on your answers, Atomic Invest matches you with 1 of 3 portfolios: Cautious, Balanced, or Ambitious.
Atomic Invest LLC, an SEC-registered investment adviser, manages the day-to-day investing for you based on the portfolio you select.
1. Cleo has engaged Atomic Invest LLC (“Atomic”), an SEC-registered investment adviser, to bring you the opportunity to open an investment advisory account with Atomic. Companies which are engaged by Atomic receive compensation of 0% to 1.15% of assets under management annualized, payable monthly, for each referred client who opens an Atomic account and may receive a percentage of margin and free cash interest earned by clients, which creates a conflict of interest. See the Atomic Invest Promoter Disclosure Statement. See the Atomic Invest Promoter Disclosure Statement.
Brokerage services for Atomic are provided by Atomic Brokerage LLC, a registered broker-dealer and member of FINRA and SIPC, and an affiliate of Atomic, which creates a conflict of interest. For more details about Atomic, please see the Form CRS, Form ADV Part 2A, and Privacy Policy. For more details about Atomic Brokerage, please see the Form CRS, General Disclosures, and fee schedule. You can check the background of Atomic Brokerage on FINRA’s BrokerCheck.
Neither Atomic Invest nor Atomic Brokerage, nor any of their affiliates is a bank. Investments in securities: Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and the fees and expenses charged. Advisory services through Atomic are not to be construed as tax advice or financial planning and do not take into consideration investments that clients may hold outside of Atomic.
The Automated Investing Account is an investment advisory account managed by Atomic Invest. Atomic Invest uses the information you provide about your financial situation and investment preferences to build and manage an automated portfolio tailored to your needs. Atomic Invest uses a custom indexing investment strategy which involves purchasing individual securities that make up a specific equity index. This strategy allows you to have more control and flexibility over your investments, and can offer advanced tax benefits through tax-loss harvesting.
Images are for illustrative purposes only. Does not represent actual client performance or predict future results.