Meet allocraft WE Let's Get Started BUILD WEALTH SIMPLIFY INVESTING RESPONSIBLY CUSTOM TAILOR YOUR INVESTMENTS IMPROVE YOUR FINANCIAL WELL-BEING A universally usable Hero Header with a surprising scroll effect
What is allocraft?

allocraft is a secure investment management platform that empowers you to invest in professionally designed portfolios tailored to your goals and objectives. When you move forward, you will be asked to fill out a short questionnaire designed to help us understand your level of experience with investing, your goals, and how we can best achieve them.

We founded our investment management business in 1978. We have over forty years of experience serving clients just like you. We built allocraft to leverage our technology and expertise to deliver professionally crafted portfolios in an easy to master, cost-effective, and responsible manner.

How does it work?

Once you fill out the necessary paperwork, you will have an investment account at our preferred custodian, Fidelity. We will use the results of the short questionnaire you completed to invest your cash into a model portfolio based on your goals and objectives. This portfolio is designed and continually updated by our investment committee along with our consultants at BlackRock.

Is there a minimum account size?

While there is no actual minimum, our portfolios use many different investments to maximize return potential and diversify risk. The practical minimum to fully allocate your portfolio is around $10,000. If you have less than that to invest, we are happy to recommend a few options for Global Allocation Mutual Funds.

How do I get started?

There are a couple of easy steps:

  1. Fill out the questionnaire
  2. Fill out the application for a new account and agreement with allocraft to manage the account
  3. Complete the form that permits us to transfer funds to your new account
Still Have Questions?

If you still have questions, please call Lauren Rich Fine at 216.861.1148 or email her at

Define your values

Your principles are important. Make them a key player in your investment decisions.

I believe...

My investments should reflect my personal values.

I believe...

Diversifying my investments reduces my risk and enhances my return.


I believe...

Investing for my future shouldn’t be hard! Show me a way to invest that is easy and accessible.

I believe...

That professionally managed portfolios must be affordable and any fees should be transparent.

I believe...

I should be an investor, not a speculator.

We believe...

We should have access to an objective advisor who has our best interest at heart.

We work, how YOU work.

Always available

View your accounts on your schedule, anytime, anywhere.

Device Independent

Desktop, tablet or phone, we are ready when you are.

Invest in YOU

allocraft empowers you to quickly get up and running with a low-cost professionally designed investment portfolio. Fully transparent and actively managed to your specifications. Asset allocations crafted to your advantage. allocraft makes responsible investing simple.

Slide So lets invest together. Hook me up!

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