A complete list of active advisors currently associated with Cleveralpha

Warmer can help you find a great advisor at Cleveralpha or one who fits your needs even better.

CleverAlpha provides discretionary investment management primarily through an interactive digital platform (a robo-advisor), offering a standard algorithmic service and an optional premium AI-based tax-optimization tier. The firm serves individual and high-net-worth clients and also accepts corporations, other investment adviser clients, and banking or thrift institution clients. Portfolios are built using quantitative models (including a CAPM/Black-Litterman framework) and are implemented mainly with ETFs, with continuous algorithmic monitoring and automated rebalancing; the premium service applies an AI-driven relative tax-burden scoring process for asset location while limiting AI use to decision support and requiring human review. The firm participates in a wrap fee program and directs custody to a designated custodian, with fee-deduction and custodial reporting handled through that relationship. Noteworthy operational features include an internet-first delivery model, explicit controls to anonymize data and prevent PII from being sent to large language models, and integrations with payment processors for account funding and fee collection. CleverAlpha also does not vote proxies on clients’ behalf, leaving proxy materials and shareholder voting responsibility with clients.

To learn more about the advisors currently working at Cleveralpha, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.