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


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


Ability to see positions and trades online at any time
Asset Allocation portfolios

Estimate your costs

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.
Diversified portfolios
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.