--- title: "Ivy Invest: Build wealth - Reviews, Revenue and Downloads in United States | Apple App Store" description: "Your long-term dollars deserve a long-term portfolio. With Ivy Invest, take advantage of being a patient investor with a portfolio that includes traditional and alternative assets like private equity," --- # Ivy Invest: Build wealth — United States > Endowment-style Investing ![Ivy Invest App Icon](https://is1-ssl.mzstatic.com/image/thumb/Purple221/v4/30/2c/4e/302c4ebc-ba72-8300-9fa2-07f45fff4df2/AppIcon-0-0-1x_U007emarketing-0-8-0-85-220.png/434x0w.png) **Developer:** [Arash Ghodoosi](https://apptail.io/developer/arash-ghodoosi-GUKg) **Category:** Finance **Rating:** 5.0/5 (30 ratings) **Price:** Free **Bundle ID:** LongTerm.Ivy **Store:** Apple App Store **Country:** United States **Version:** 4.2 (released 2026-07-24) **Original Release:** 2024-08-07 **Languages:** English **App Store Link:** [Download on Apple App Store](https://apps.apple.com/us/app/app/id6479629508) **AppTail Page:** [https://apptail.io/app/ivy-invest-build-wealth-uXSq/united-states](https://apptail.io/app/ivy-invest-build-wealth-uXSq/united-states) ## Ivy Invest Description Your long-term dollars deserve a long-term portfolio. With Ivy Invest, take advantage of being a patient investor with a portfolio that includes traditional and alternative assets like private equity, venture capital, private credit, real estate, and more. LONG-TERM INVESTING FOR YOUR LONG-TERM ASSETS The world’s largest long-term investors don’t invest in just stocks and bonds. Now we’re bringing their approach to your retirement and long-term investment accounts. The Institutional Investment Strategy Fund (“Fund”) is an SEC-registered closed end fund, operating as an interval fund, making institutional, endowment-style investing available to everyone. ALTERNATIVE AND TRADITIONAL ASSETS IN EVERY SHARE Every share of the Fund is designed to give you a broadly allocated portfolio, with investments in private equity, venture capital, private credit, special situations, real estate, public equities, and fixed income. We’ve invested with top managers like Carlyle, Blue Owl, Golub, RhumbLine, and Hamilton Lane to give you an institutional-class portfolio. ACTIVELY MANAGED BY AN EXPERIENCED CIO The Fund is managed by our Chief Investment Officer, Wendy Li, who brings more than 17 years of experience managing multi-billion dollar portfolios for large institutions. Wendy and team are constantly evaluating asset allocation, manager selection, and investment strategy to be responsive to changes in the market. REGULAR LIQUIDITY WINDOWS Traditionally, investing in alternative assets like private equity or venture capital required you to lock up your money for as long as 10 years (or more!). While the Fund is designed for long-term buy-and-hold investors, it does offer quarterly repurchase windows that allow investors to sell shares. Disclosures * Managers of underlying fund holdings as of July 2024. Fund holdings are subject to change. Carefully consider the investment objectives, risks, charges, and expenses before investing. The prospectus that contains this and other information about Institutional Investment Strategy Fund (the “Fund”) and can be obtained at ivyinvest.co. Investing involves risk including loss of principal. Investment in the Fund involves substantial risk. The Fund is not suitable for investors who cannot bear the risk of loss of all or part of their investment. The Fund is appropriate only for investors who can tolerate a high degree of risk and do not require a liquid investment. All investing involves risk including the possible loss of principal. Shares in the Fund are highly illiquid, and can be sold by shareholders only in the quarterly repurchase program of the Fund which allows for up to 5% of the Fund’s outstanding shares at NAV to be redeemed each quarter. Due to transfer restrictions and the illiquid nature of the Fund’s investments, you may not be able to sell your shares when, or in the amount that, you desire. Because some of the securities in which the Fund invests are not publicly traded, some of the Fund’s investments will be valued by Buena Capital Advisors, LLC dba Ivy Invest pursuant to fair valuation procedures and methodologies adopted by the Board of Trustees, as set forth in the prospectus. As a consequence, the value of the securities, and therefore the Fund’s Net Asset Value (NAV), may vary. This is not a complete enumeration of the Fund’s risks. Please read the Fund prospectus for other risk factors related to the Fund. The Fund may not be suitable for all investors. We encourage you to consult with appropriate financial professionals before considering an investment in the Fund. ## Ivy Invest Screenshots - [Screenshot 1](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/af/e6/46/afe64687-75b1-e6a9-a0fc-8cfc1b084540/image1.png/1242x2688.png) - [Screenshot 2](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/d5/c8/4e/d5c84e74-874b-eeee-a59c-fcecb738f1fc/image2.png/1242x2688.png) - [Screenshot 3](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource221/v4/44/55/2d/44552da4-a1cb-ef2e-c050-25027f2396d3/image3.png/1242x2688.png) - [Screenshot 4](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/a4/4d/dc/a44ddcd2-4e41-7af5-f420-bc1a5d15ba5f/image4.png/1242x2688.png) - [Screenshot 5](https://is1-ssl.mzstatic.com/image/thumb/PurpleSource211/v4/82/06/1b/82061bf9-7991-8028-7bb9-94b1ec677c74/image5.png/1242x2688.png) ## Ivy Invest Rating Breakdown in United States - 5 stars: 30 (100%) - 4 stars: 0 (0%) - 3 stars: 0 (0%) - 2 stars: 0 (0%) - 1 stars: 0 (0%) ## Ivy Invest Reviews in United States ### ***** "Innovative solution and access for retail investors!" As someone who worked both in the endowment and investment office world, its amazing to witness and experience this level of access for the retail investors. Opens up access to the diversification benefits of alternative asset classes in a sleek UX/UI! -- bobobp90405, 2024-10-01 ### ***** "Amazing app" easy and intuitive - a great app to enter the world of endowment-style investing! -- Instit LP, 2024-09-23 ### ***** "Incredible investment opportunity" Ivy opens up a world of investing for retail investors like me. With Ivy, you get a really simple way to invest in PE, VC, etc. and boost your returns and diversify your holdings. Love how easy the app is to use as well. While it’s too early to judge long-term performance, I’m optimistic about the potential returns. -- RebeccaBlaaack, 2024-08-28 ### ***** "Whoah" Never thought I’d be able to have access to investment vehicles like this! -- RachelSunset, 2024-08-17 ### ***** "Best place to grow your money!" As a self-described finance geek, I'm always looking for smart ways to grow my money. I love investing in options and individual stocks with a portion of my money, but prefer to keep most of my money in safer investments - where I can invest and forget. This app is fantastic because, unlike robo- with gains less than the S&P 500, Ivy has the potential to outperform it. Plus, with an active institutional investor, you’re covered if any big issues hit the market. The UI is also super clean and intuitive. Could not recommend more! -- Steffy848, 2024-08-15 ### ***** "Great idea" Really interesting app for diversifying my investment portfolio -- Justin8S, 2024-08-14 ### ***** "Gives me access to assets I wouldn’t get access to otherwise" This fund gives me access to assets I wouldn’t be able to get access to otherwise like private equity and real estate. Excited to see where the fund goes and seems like the more money that gets invested, the better for all investors.. -- Nkc415, 2024-08-14 ### ***** "Ease to use" I’ve been wanting to diversify outside my current stock and bond portfolio and this is a great and intuitive way to do that. -- Lismej, 2024-08-13 ### ***** "Blue chip manager" The place to be in alternative investing. Seasoned leadership team with multiple successful exits, a diversified strategy, and a bulletproof network effect. -- yxj23, 2024-08-13 ### ***** "Best in Class" Top decile manager. Highly thoughtful app and leadership team. -- JPSJR1, 2024-08-13 [View all Ivy Invest reviews and detailed analytics on AppTail](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=reviews) --- ## About AppTail [AppTail](https://apptail.io) is a mobile app intelligence platform providing app analytics, ASO (App Store Optimization) tools, keyword tracking, competitor analysis, revenue estimates, and review monitoring for iOS App Store apps. Track your app's performance, discover ranking keywords, monitor competitors, and analyze market trends. - [Search Apps](https://apptail.io) - [Top Charts](https://apptail.io/top-iphone-apps) - [Sign Up for Full Access](https://app.apptail.io/signup?utm_campaign=ai-crawl&utm_content=footer) *Data provided by [AppTail](https://apptail.io) - Mobile App Intelligence Platform*