Real-Time Portfolio Monitoring., Access your portfolio anytime, from anywhere.
Monitor your portfolios performance in real time. Get instant updates on the value of your holdings track your gains and losses, and view detailed reports on your asset allocation.
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Broad diversification
Portfolios are expected to provide exposure to thousands of investments across private credit, private equity, real estate, and more.
Professionally managed
Portfolios feature investments from prominent global managers like Carlyle, Goldman Sachs, and Stepstone.
Tailored to you
Portfolios are designed to match your objectives and risk tolerance leveraging institutional best practices.
Explore Managed Portfolios
Tap into each strategy to view its asset allocation and historical performance. 1
Asset Allocation
This strategy prioritizes income generation
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Historical Returns
Growth of $100K from October 1, 2020 through May 31, 2025.
Important disclosures about performance
See what portfolio Yieldstreet recommends for you
Complete a short questionnaire designed to understand your investment objectives, risk tolerance, and timeline.
Get startedStrategies advised by Wilshire
We've partnered with Wilshire, a global financial services firm, to design each portfolio's asset allocation leveraging the same techniques employed by some of the world's largest institutional investors
$1.5T+
assets under advisement
500+
institutional clients
$124B+
assets under management
50+
years of experience
Gain access to prominent asset managers
We've partnered with a selection of global asset managers to provide your portfolio's core investments. Each fund is diversified across thousands of assets and actively managed by teams of professionals.
StepStone Private Markets Fund
Carlyle Tactical Private Credit Fund
Goldman Sachs Real Estate Diversified Income Fund
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Our secure, transparent, and easy-to-use platform removes the hassle of opening new investment accounts.
1
Define your goals
Complete a brief questionnaire designed to understand your risk tolerance, investment objectives, and eligibility.
2
Activate your portfolio
Once your portfolio is funded, it is expected to be fully invested within a few weeks and start generating returns.
3
Track your performance
From your dashboard, you can access daily NAV updates, review monthly statements, and get in-depth quarterly insights on your portfolio’s performance.
Essentials
Minimum
Get started with a $25K minimum investment.
Yieldstreet 360 Fees
Managed Portfolios have a flat 1.25% advisory fee and approximately 0.175% in expenses.
Taxes
Your portfolio is expected to produce a single 1099-DIV tax form at the start of each year.
Liquidity
After your portfolio has been active for one year, you can elect to begin taking distributions or start to liquidate your account.
Please see the advisory agreement for all details relating to management fees, expenses and liquidity, and see the brokerage agreement for all details relating to expenses.
Broad diversification,
fewer decisions
Discover what your portfolio's been missing.
Get started10. Diversification does not ensure a profit or protect against a loss in a declining market.