Frequently Asked Questions

What is a portfolio?

A portfolio is a collection of financial investments like stocks, bonds, commodities, cash and cash equivalents, including a variety of mutual funds and exchange traded funds (ETFs).

How does Allocraft work?

Based on your responses to our questionnaire, we will invest your assets in a portfolio optimized to meet your goals. This portfolio will continually be refreshed based on new insights by our investment committee and consultants at BlackRock. 

How does pricing work?

At Allocraft, we only charge fees on your invested balance. The fee we charge is 0.25% per year on your invested balance. 

What investments do you offer?

Our models are composed of a variety of funds that offer the appropriate diversification for a range of expected returns and risk tolerances.

What should I expect in terms of return?
How do I deposit money?

You can deposit money by:

  1. Transferring investments from another provider.
  2. Linking bank accounts to make deposits.
How do I take out money?

Upon receiving notification from you, we will advise you of the tax consequences of any sale and then execute the most tax-efficient sale of assets; we will then transfer the proceeds to a preauthorized account. 

How can I get help when I need it?

You can reach out to our knowledgeable investment team at info@allocraft.com or support@allocraft.com, we are available five days a week to assist you with any questions you may have.

Investment Support

Through our firm, your financial professional can offer you access to diverse financial strategies. We are not in the business of creating and marketing our own investment products. This allows us to offer objective investment advice.

Operational Support

Allocraft provides your financial investment with back office, technology, and operational support to help manage your investment account.

Brokerage Support

We provide your financial advisor with clearing services through major brokerage firms. Allocraft works with various financial exchanges to handle confirmation, delivery and settlement of your financial transactions.

Any other questions?


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