Portfolio management skills defined through rigorous risk
management, routed from our many years of capital
Invest in an optimized global portfolio of equity and bond
ETFs, that are regularly rebalanced to keep you on track.
Everyone deserves to get access to professional investment management advice without having to pay high fees and high account minimums. Our goal is to provide proven investment methodology to meet our client's investment objectives, while constantly asking "what's in the best interest for our clients?". That's our promise!
Your money is safely invested in up to 10 different asset classes. Stock and bond ETFs are optimally weighted to stay within your risk tolerance while helping you meet your investment objective. Our portfolio management skills are defined through rigorous risk management, routed from our many years of capital markets experience.
When selecting ETFs, we consider the following, expense ratio, bid-ask spread, assets under management, exchange rate hedging and capital gains implications.
We use an asset allocation model to combine assets to achieve the highest expected return for a given level of risk. Our customized portfolios are globally diversified and routed from the knowledge of Nobel Prize winners such as Eugene Fama.
The less fees that come out of your portfolio, the more money you keep working for you.That's why we are so committed to index investing and it's why we keep our fees low.
Most investment professionals agree that, although it does not guarantee against loss, diversification is the most important component of reaching long-range financial goals while minimizing risk.
The investment in a portfolio will perform according to the market. As time goes on, a portfolio's current asset allocation will drift away from an investor's original target asset allocation (i.e. their preferred level of risk exposure). If left unadjusted the portfolio will either become too risky, or too conservative.