Round's platform automatically invests for you with some of the most prestigious funds.
These funds are managed by investment firms that are responsible for billions of dollars and are managing money for individuals, endowments, and other large institutions. Below are some highlighted firms that manage some for the funds we invest in at Round:
Guggenheim Partners is an asset manager with over $250 billion under management.
They are well regarded as a leader in alternative fixed-income investing.
Scott Minerd, Guggenheim's Chief Investment Officer, often comments on the markets and is considered an authority in the investment community.
GAMCO is an asset manager that has over $40 billion under management.
They are known for having a strong background in selecting value stocks.
Mario Gabelli, the founder of GAMCO, was named the Money Manager of the Year by Institutional Investor’s U.S. Investment Management Awards in 2011.
DoubleLine is an asset manager with over $120 billion under management with a strong background in mortgage bonds.
The DoubleLine team was recognized with Institutional Investor’s “U.S. Fixed Income—Mortgage Backed Securities” award in 2013, 2014 and 2016.
Jeffrey Gundlach, DoubleLine's Chief Investment Officer and Founder, has been named the 'bond king' by Forbes.
Highland Capital is an asset manager with $15 billion under management.
They have a strong background in alternative asset management.
Mark Okada, Highland's Chief Investment Officer, is also widely regarded as an industry innovator for alternative credit investing.
Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC.
The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time. Round is not affiliated with any of the investment management firms listed above. The listed firms above are not the only firms that manage the funds that Round invests in on behalf of our clients. The highlighted firms are intended for informational purposes only and Round is not recommending to buy or sell securities offered by these investment management firms. The investment know-how of the above-listed firms is the opinion of Round. The assets under management and award accolades for each investment manager listed above were referenced from guggenheimpartners.com, doubleline.com, gabelli.com, and highlandcapital.com.