Grow & Improve Your Financial Wellbeing

allocraft is a secure investment management platform that empowers you to invest in professionally designed portfolios tailored to your goals and objectives.














allocraft made it incredibly easy to build wealth for the future

– allocraft user 2020

We’re all about today’s investor



Start by sharing your risk tolerance, investment objectives, and time horizon in the 5 question questionnaire


Since the start of our investment management business in 1978, helping our clients reach their goals has always been at the heart of what we do


View your allocraft account across devices on your schedule, anytime, anywhere


Here’s how it works

Once completing the short (and easy!) questionnaire you will have an investment account at our preferred custodian, Fidelity.


Investing your way

We will use the results of the short questionnaire to invest your cash into a model portfolio based on your goals and objectives


  • Risk Tolerance 25% 25%
  • Hedge 45% 45%
  • Bonds 20% 20%
  • US Fixed Income – Moderate 50% 50%
  • Time Horizon 15% 15%
  • Multi-Asset – Aggressive 33% 33%
  • Cash 5% 5%
  • Emerging Markets- Very Agressive 17% 17%

No stock roulette necessary

Your portfolio is designed and continuously updated by our investment committee.

No more investing based on fads and strangers on the internet


Are you ready to 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.

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