Investing made simple.
Powered by trust.
Professionally managed portfolios, smart automation, and the guidance of a team that truly cares.
All through a seamless digital experience.
What is Iliad Invest?
A smarter path for first-time growing investors.
Iliad Invest was created by the advisors at Coign Capital to give the next generation of investors a trusted place to grow. Whether you're just starting out or building toward something bigger, you deserve real investment guidance — without needing a huge account balance.
Custom portfolios monitored by fiduciaries
Your investments are tailored to your goals and overseen by conflict-free advisors.
Automatic rebalancing & tax optimization
Your portfolio stays on track behind the scenes with smart technology that reduces taxes.
Access to a personal advisor
Have questions? You're never alone. Real advisors are available to guide you when you need it.
How It Works
Open Your Account
Securely connect and start through Betterment.
Choose Your Goals
Retirement, college, travel, emergency fund, it’s up to you.
Let Us Handle the Rest
Our team at Coign manages your portfolio behind the scenes.
Track Progress Anytime
Use Betterment’s app or dashboard to stay connected.
Pricing
No minimums.
.55% annual fee.
Frequently Asked Questions
What is Iliad?
Iliad is a digital-first investment solution built by the team at Coign Capital. It’s designed for investors just starting out or those not yet ready for full private wealth management — but still want smart, trustworthy advice.
Who is it for?
If you were referred by a Coign Capital client, this platform was built with you in mind. Whether you're saving for retirement, a big purchase, or just want to start investing, Iliad Invest is a simple and effective place to begin.
Is Iliad run by Coign Capital?
Yes. Iliad is a service of Coign Capital, backed by the same fiduciary guidance and philosophy, just delivered through Betterment’s digital platform for easier access and lower minimums.
What’s the difference between Iliad and just using Betterment?
Betterment provides the technology and custodial services, but your portfolio and guidance come from Coign Capital. Think of it as Betterment's tools, powered by Coign’s strategy.
What are the fees?
Iliad uses a simple, transparent fee model based on your account balance. The fee is .55% with no hidden costs or commissions.
Is there a minimum to get started?
The minimum investment is low (typically $100+), making it easy for anyone to begin. You can also set up recurring deposits to grow your account over time.
Can I talk to a real advisor if I need help?
Yes. While Iliad is designed to be fully digital, our team is available if you have questions or need help getting started.
Can I open accounts for my kids or spouse?
No. You can open individual or joint accounts — as well as retirement accounts like IRAs, but custodial accounts (UTMA/UGMA's) are not supported at this time.
How do I sign up?
Just click Get Started and you’ll be guided through a quick, secure process via Betterment. It takes about 5 minutes.