• INSIGHTS -With exploding inflation, which sectors are growing?
• VERSATILITY -How does a Biden presidency impact your portfolio?
• DYNAMISM -Is cryptocurrency part of your 2023 portfolio?
How do you design intelligent portfolios?
Align - Design - Execute
Designing intelligent portfolios requires precision alignment of your portfolio to meet your performance and risk expectations. Building on institutional grade thinking around expectations, we provide you model portfolios to jump-start your design process. We have been in your shoes and with a maturity of thinking, we strive to bring you wisdom in your alignment process.
Intelligent portfolio design requires leveraging your performance and risk-aligned portfolios and precision tuning for the future. We empower your portfolios with intelligence to make them adaptive and robust through a variety of institutional-grade stress scenarios.
Intelligent portfolios require finesse in execution. We extend the capabilities of your brokerages to execute your custom-designed portfolios with speed, versatility, and transparency.
We optimize each strategy with Artificial Intelligence to optimize out-of-sample performance.If you need more advanced strategies, please take a look at our Pro Green or Enterprise options.
19.5% of retail investors now own the stock market
What investment strategy is right for you?
The explosion of retail investors buying into the stock market has risen from 10.1%in 2010 and 14.9% in 2019 to its current high. These are based on stats from Bloomberg Intelligence in June 2020.
As retail investors flood the market through easy-to-access brokerage firms, low-cost financial products, and a low-interest-rate environment it becomes more imperative to leverage high-quality institutional-grade strategies to meet your performance goals.
We build intelligent portfolio strategies to empower retail investors to take advantage of institutional-grade strategies.
Conservative strategies target a 0.5% - 5% in return
Moderate strategies target 5% - 10% in return
Aggressive strategies target 10%+ in returns
There are risks involved with investing which may include market fluctuation and possible loss of principal value. Particular investments may not be suitable for certain situations. Carefully consider the risks and possible consequences involved prior to making an investment decision.
The US commands global capital and only with institutional-grade tools can you uncover opportunities and risks to meet your needs.
Where do you put your money?
$86 trillion global equity market is currently split between these different economies. The US market is the deepest most liquid 3.9x the size of the next largest china. This means more opportunities for retail investors.
5.5% Hong Kong
3.3% United Kingdom
8.6% Developed Markets
5.9% Emerging Markets
SIFMA - Securities Industry and Financial Markets Association