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It’s easy to start - just sign up. Answer a few quick questions and we will then create a diversified, low-cost portfolio that will be personalized for your needs and in line with your risk tolerance. Choose to invest a lump sum or in small amounts periodically. Speak with our advisors whenever you like.
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Asset Allocation portfolios

Below is the performance of three representative Asset Allocation portfolios (Conservative, Moderate and Aggressive). All performance information is of the Portfolio Manager account, net of the current management fee.

Asset Allocation performance note

Client account performance could differ. A client invested when a higher management fee applied experienced lower returns than displayed here.

This information was calculated up to Jun 17, 2021.

Performance, composition and volatility could vary significantly from that of the benchmark(s), which are provided for illustrative purposes only.

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How we create an Asset Allocation portfolio
We create a low-cost, diversified portfolio customized for your needs and risk tolerance. Our portfolios allocate capital to an equity component, a bond component and an inflation-hedging component. Together these deliver good diversification, which in turn leads to risk reduction and return stability.
DiversifiedWell allocatedRebalanced for youTransparent
Diversified

Diversified

Assets are combined to work better under all economic conditions.

Well allocated

Well allocated

A wider and more granular range of asset classes for better diversification.

Rebalanced for you

Rebalanced for you

Auto rebalancing every quarter to stay on track.

Transparent

Transparent

Ability to see positions and trades online at any time.

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