Your money,
always working.
From hands-off robo-investing to active trading — commission-free, tax-efficient, and fully integrated with your Cathay accounts.
Cathay Robo-Advisor
Answer 5 questions. We build, manage, and rebalance a diversified ETF portfolio matched to your risk tolerance and timeline. Tax-loss harvesting included.
- Auto-rebalancing
- Tax-loss harvesting
- Socially responsible options
- Start with $500
Self-Directed Trading
Trade stocks, ETFs, options, and crypto on our professional-grade platform. Level 2 quotes, advanced charting, and real-time data included.
- Extended hours trading
- Options level 2 available
- Crypto: BTC, ETH, 30+ coins
- Fractional shares from $1
Retirement Accounts
Traditional IRA, Roth IRA, and SEP-IRA with the same investment options as our brokerage. Rollover existing 401(k) and IRA accounts with guidance.
- Traditional & Roth IRA
- SEP-IRA for self-employed
- 401(k) rollover assistance
- No custodian fees
Invest smarter,
not harder.
Whether you want a fully managed portfolio or prefer to trade on your own, Cathay gives you the tools, data, and zero-commission pricing to grow your wealth your way.
Stay informed, stay ahead.
Fed holds rates steady for third consecutive meeting
The Federal Open Market Committee maintained the federal funds rate target range at 5.25–5.50%, citing progress on inflation but calling for patience.
Read moreCathay Market Outlook: Q3 2025
Our investment team shares their quarterly view on equities, fixed income, and alternative assets in the current rate environment.
Read moreUnderstanding tax-loss harvesting for beginners
A practical guide to offsetting capital gains with losses — and how Cathay Robo-Advisor does this automatically for you.
Read more