Build wealth
not clutter
Let family and friends invest in your child instead of adding another toy to the pile.
You shouldn't need millions and a degree in finance
You just need to do it
For real life
not Wall St
Invest in rock solid funds with no suits and no bull.
Give a gift that matters
Free accounts for online gifting
People want their gifts to mean something. Birthdays, weddings, and other events let friends and family share messages, photos, or videos with their contribution, creating a digital “scrapbook”.
Elsa Hampton
I love you Hannah! Happy Birthday!
Grandma
Sue Scannel
Congratulations from all of us!
John & Sue
Paul Catalan
Graduating? I remember his first steps!
Uncle Paul
What's your goal?
Saving for
retirement
Being smart
with my money
Gifting that makes
a difference
Investing can be easy
Grow your money
Expertly Curated Funds
Choose your Investment Style
Finally I am investing
my money
Only $5
a month
Yes!
Can you manage
my money?
We’ll guide you through creating an Egg and setting up your investment account.
Invest your money with the expertise of top-rated financial advisors for only $5 a month.
Our experts designed five diverse portfolios combining stocks, bonds, and ETFs from top firms like Vanguard and BlackRock. Accounts over $3,000 switch from $5/month to standard AUM fees.
Once your account value exceeds $3,000 you switch from $5 a month to standard AUM fees.
AVG
RETURN
4.9%
± 6%*
Conservative
Lower potential returns with steady and predictable performance.
Typical Portfolio
- Stocks: 10% — 30%
- Bonds: 50% — 70%
- Cash: 10% — 30%
AVG
RETURN
5.4%
± 9%*
Moderately Conservative
Steady potential returns with minimal ups and downs.
Typical Portfolio
- Stocks: 30% — 50%
- Bonds: 40% — 60%
- Cash: 5% — 15%
AVG
RETURN
5.7%
± 10%*
Moderate
Steady potential returns with some movement in value.
Typical Portfolio
- Stocks: 50% — 65%
- Bonds: 30% — 45%
- Cash: 5% — 10%
AVG
RETURN
6.3%
± 13%*
Moderately Aggressive
Higher potential returns with some fluctuations in value.
Typical Portfolio
- Stocks: 70% — 85%
- Bonds: 10% — 25%
- Cash: 2% — 5%
AVG
RETURN
7%
± 17%*
Aggressive
Highest potential returns with fluctuations in value.
Typical Portfolio
- Stocks: 85% — 100%
- Bonds: 0% — 10%
- Cash: 0% — 5%
* Standard deviation from the average potential return
- Conservative
- Moderately Conservative
- Moderate
- Moderately Aggressive
- Aggressive
Estimate your Eggz Potential
From you, friends, and family
Growth
In the last 5 years average 6-8% Compound Annual Growth Rate (CAGR)
POTENTIAL EGG VALUE
This chart estimates how your investment could grow over time based on the starting amount, the contributions by yourself and friends and family, the time frame, and the investment style you chose. Adjusting these inputs will change the results. Try different numbers to explore what's possible. These projections are not predictions of any Eggz investment and don't factor in market ups and downs or other real-world conditions that can affect returns.
Invite your Flock
Share the wealth with family and friends
Investing finally feels easy
Expertly curated investment
funds managed for you
Advisory services offered through Eggz, an SEC-registered investment adviser. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Brokerage products and services are provided by Alpaca Securities, LLC, an SEC registered Broker Dealer, Member FINRA/SIPC. Investment products are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. View additional investing disclosures.