Let us create a portfolio for you
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.
Benefits of our approach to Asset Allocation
Diversification
Assets are combined to work better under all economic
conditions.
Better allocation
A wider and more granular range of asset classes for
better diversification
Rebalanced for you
Auto rebalancing every quarter to stay on track
Transparent
Ability to see positions and trades online at any time
Estimate your costs
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Investment
Initial costs
Annual costs
Notes on costs
All costs shown are estimated.
Projected costs shown are based on estimated turnover and average price per share. Actual turnover and share prices
might vary leading to higher or lower initial and annual costs.
Annual costs are the costs to manage the investment plus the estimated trading commission to re-balance the
portfolio, estimated on an annual basis.
Initial costs are the estimated trading commissions incurred in establishing the portfolio.
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.
Pick from a variety of portfolios
We provide low-cost access to well-diversified portfolios using data from industry-leading providers and
our own investment team as well as a curated selection of
talented investment managers who have a mandate to pursue enhanced returns.