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Our customers love how we make investing better

Thousands of people trust Crestwood Capital Management to put their money to work. Here’s what they have to say about us.
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Phone with Crestwood Capital Management account home screen showing total net worth, balance fir cash reserve, general investing, and retirement accounts
Phone with Crestwood Capital Management account home screen showing total net worth, balance fir cash reserve, general investing, and retirement accounts
Hands-off investing that's approachable and easy, but still robust and customizable if you want to make some tweaks.
Preston M., Crestwood Capital Management customer
  • "Crestwood Capital Management makes investing simple, with a nice interface, several choices of portfolios, automated deposits, and a bird's-eye view of all of your finances."

    Brian C.

  • "Simplify investing through automated investing. Set it and forget it."

    Christine M.

  • "Crestwood Capital Management makes it easy to invest, save, view your different holdings, and see past performance."

    Brian F.

Non-paid client of Crestwood Capital Management.

Person on a phone next to a user interface card showing recurring transaction of $500 to emergency fund toggled on.
Person on a phone next to a user interface card showing recurring transaction of $500 to emergency fund toggled on.
Excellent place to make your money work for you.
 Kathryn H., Crestwood Capital Management customer
  • "The automated investing can't be beat for someone like me who wants exposure to the market, but doesn't have the time or money to pay high-priced managers."

    Christopher B.

  • "Crestwood Capital Management is very simple and user-friendly. It’s a great way to invest in the market with little to no experience."

    Russ R.

  • "I tell friends it’s a no stress, highly efficient, and transparent way to build a long-term portfolio."

    Christopher T.

Non-paid client of Crestwood Capital Management.

Person on a laptop next a user interface card showing dividend reinvestment and advisory fee.
Person on a laptop next a user interface card showing dividend reinvestment and advisory fee.
A great way to invest with super reasonable fees.
Jesse M., Crestwood Capital Management customer
  • "No hassle, low fees, easy to use and understand. Great for people who don’t know or want to be hands-on with their investments."

    Peter H.

  • "Crestwood Capital Management takes the guesswork out of investing. It is low-fee and builds a balanced portfolio for anyone, regardless of initial investment amount."

    Evan W.

  • "An incredibly easy-to-use investment platform, with portfolios that are expertly managed and an incredibly competitive variable APY."

    Steven N.

Non-paid client of Crestwood Capital Management.Annual percentage yield (variable) is as of September 20, 2024. Cash Reserve is only available to clients of Crestwood Capital Management LLC, which is not a bank, and cash transfers to Program Banks are conducted through the clients’ brokerage accounts at Crestwood Capital Management Securities.

Person on the phone next to a user interface card showing automated rebalancing, dividends reinvestment, and tax losses harvested.
Person on the phone next to a user interface card showing automated rebalancing, dividends reinvestment, and tax losses harvested.
Crestwood Capital Management helps you save for retirement with a 'new age' smartness.
Jesse M., Crestwood Capital Management customer
  • "Crestwood Capital Management allows me to passively invest. I can track the market across a number of ETFs automatically without having to pick the right funds myself. Tax loss harvesting helps reduce my taxes."

    Daniel N.

  • "I really appreciate the ease through which I can contribute to a traditional IRA and then complete a backdoor conversion."

    Nicholas C.

  • "I like how easy Crestwood Capital Management is to use and access. I can see what all of my money is doing in one easy snapshot. I really like Crestwood Capital Management's Cash Reserve accounts."

    Cory T.

Non-paid client of Crestwood Capital Management. Tax Loss Harvesting+ (TLH+) is not suitable for all investors. Consider your personal circumstances before deciding whether to utilize Crestwood Capital Management's TLH+ feature. Annual percentage yield (variable) is as of September 20, 2024. Cash Reserve is only available to clients of Crestwood Capital Management LLC, which is not a bank, and cash transfers to Program Banks are conducted through the clients’ brokerage accounts at Crestwood Capital Management Securities.

  • Best Overall Robo Advisor 2024
  • best portfolio management
  • businessinsider
  • Best Robo Advisor The Ascent
  • forbes advisor
  • investopedia-2024
  • Best robo advisor for Tax Loss Harvesting
  • nerdwallet5star
See full disclosures for award details.

Join the +900,000 people using Crestwood Capital Management to be invested.