Movers
The share of the market coming out of a blending with relative sectors.
RVLMQP+9
Cash account
Make your cash work harder
Earn a boosted 4.62% APY by stacking an extra 0.47% on top of our 4.15% base rate.
See what a year of saving looks like. Enter an amount to grow:
A rate that moves
With our limited-time offer you earn an extra 0.47% APY on top of the current base rate for twelve months.
Money when you want it
No withdrawal limits and no lock-up. Move funds out the same day you ask for them.
Insured and protected
Balances are federally insured up to $250,000 through our network of partner banks.
The Sagebrook Cash Account base APY is 4.15% as of March 14, 2026. APY is variable and subject to change at any time without notice. The boosted rate of an additional 0.47% APY applies to balances held for the first twelve months after account opening and is not available on balances transferred from an existing Sagebrook account.
Comparison rates shown for Larkspur Bank (0.02%) and the national savings average (0.51%) are drawn from published rate tables collected on March 3, 2026, and are provided for illustration only. Brightvest's published rate of 4.15% was collected on the same date. Rates at other institutions may differ.
Sagebrook Financial Inc. is not a bank. Banking services are provided through partner institutions, each a member of the federal deposit insurance program. Deposit insurance coverage is subject to aggregation across accounts held at the same institution. Investing involves risk, including possible loss of principal. Nothing on this page is investment advice or a recommendation to buy or sell any security.
Stock bundles
Invest along the lines you believe in
From index heavyweights to niche strategists, find new ways into the market — packaged, rebalanced and ready to own.
Founders' Circle
Companies still run by the people who started them, weighted by insider ownership.
HNTRBW+14
The Oracle List
Track the disclosed public holdings of the best-known value investor in the market.
CVARND+18
Cloud compute
The firms renting out the machines everyone else's software quietly runs on.
SKOPDL+7
Silicon leaders
At the centre of the design and fabrication chain for advanced processors.
MXGTZO+11
Future mobility
Battery, charging and autonomy makers shaping how the next decade drives.
EVAKFR+12
Grid & power
Utilities and equipment makers rebuilding the grid for a heavier load.
GPWTNR+6
Automated investing
Less effort in, more compounding out
Keep more of the return with a global index portfolio that carries no advisory fee and is tailored to how much risk you actually want.
No advisory fee
1% lost to fees
Sagebrook
Typical advisor
Personalised
We build a portfolio around your risk tolerance and the date you actually need the money.
Diversified
Globally diversified stocks and bonds, so no single company or country decides your year.
Fully automated
Trading, rebalancing and recurring deposits run on their own once you set them up.
Portfolio management
Let Kite read the portfolio for you
Got a question about what you own? Ask Kite, the assistant built into every Sagebrook account.
Everything in one view
Connect outside brokerages and see the full position across every account you hold.
Timely nudges
Get told when a holding drifts, a dividend lands or a fee quietly changes.
9:41
You're holding 61% in one sector. Want me to show a more balanced split?
Portfolio analysis
Kite reviews what you own and suggests a tailored path toward your long-term goals.
Hidden costs surfaced
See the real fee load across every connected account, expense ratios included.
Your investments should be diversified,
where you track them shouldn't.
Connect every investing account you have today.
Kestrel
Union Peak
Northfield
Cobalt Trade
Vanport
Brightvest
+ thousands more
● FAQs
Got questions? Find answers.
Is investing with Sagebrook right for me?
If you want a long-horizon portfolio you don't have to watch every day, it probably is. If you trade individual names weekly, it probably isn't.
How are Sagebrook investment accounts different from other providers?
Sagebrook's investing accounts are unusual in that we don't charge any asset-under-management fee, which means investors keep more of whatever the market returns over the years they stay invested.
For an investor looking to contribute regularly over a long stretch of time, no advisory fee means they could be saving tens or hundreds of thousands of dollars by investing with Sagebrook instead of a percentage-based manager.
How much money do I need to get started?
There is no minimum. Fractional shares mean a $25 deposit buys the same diversified portfolio a $25,000 deposit does.
Is my money secure with Sagebrook?
Cash balances are federally insured up to $250,000 through partner banks, invested assets are held at our clearing custodian, and we hold SOC 2 Type II certification.