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The Russell 1000 Utilities Managed Portfolio includes stocks of companies that distribute electricity, water, or gas, or that operate as independent power producers.
Strategy
Index Tracker
Sharpe ratio
1.56
365 days
Risk score
Performance
20.6%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The FTSE NAREIT All Equity REITs Managed Portfolio seeks to invest in the real estate space across the US economy with exposure to all investment and property sectors.
Strategy
Index Tracker
Sharpe ratio
1.51
365 days
Risk score
Performance
23.8%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
We are first and foremost value investors. That is, we seek to take advantage of the irrationality of the stock market by purchasing when prices are low and selling when prices are high.  In order to make this strategy work, we must determine what a fair price should be, also known as the "intrinsic value." Toward this end, we adhere to the teachings of Benjamin Graham, best known as Warren Buffett's college instructor, mentor, business partner and friend. Graham, and his business partner David Dodd, authored two master works, "Security Analysis" published in 1937 and "The Intelligent Investor" published in 1949. These widely accepted and authoritative writings are the bedrock upon which our investment strategy is built.
Strategy
Stocks
Sharpe ratio
1.25
365 days
Risk score
Performance
15.4%
365 days
Costs
$25,000 minimum investment
Tiered commission
1.25% management fee
The Cratus High Income Strategy is designed to provide high yield with minimal downside risk. This strategy invests in very short term high income bond ETFs with a small position invested in small- and mid-cap high dividend stocks. Overall risk is minimized through extensive due diligence on all companies and ETFs which Cratus Capital includes in this strategy. Interest rate risk is virtually non-existent as these bonds have very low durations. High dividend paying stocks are added opportunistically for diversification but may not represent for more than 20% of the total market value of the portfolio. This is a low volatility strategy.
Strategy
ETFs / Funds
Sharpe ratio
1.16
365 days
Risk score
Performance
6.0%
365 days
Costs
$20,000 minimum investment
Tiered commission
0.75% management fee
THB believes that stocks of Mid Cap companies are relatively inefficient and that a focused portfolio of high-quality names has the potential to offer superior risk-adjusted returns. THB takes a very long term view of the investment horizon and seeks to outperform the market by protecting during the down periods while offering participation during the up periods. We seek to construct a portfolio of high-quality, self-funded, low-risk companies with valuation metrics similar or lower than the benchmark but that still have superior long-term, value-creating characteristics. We believe the best companies are able to grow their businesses organically and via acquisitions using internally generated cash flows. Debt should be kept to a minimum with a preference for companies that retire shares outstanding. The strategy will hold approximately 30 securities and have high active share (i.e., high percentage of holdings differing from the benchmark Russell Midcap Index).  
Strategy
Stocks
Sharpe ratio
1.11
365 days
Risk score
Performance
19.6%
365 days
Costs
$22,500 minimum investment
Tiered commission
0.75% management fee
The Russell 1000 Consumer Staples Managed Portfolio invests in stocks of companies providing direct-to-consumer products that, based on consumer spending habits, are considered nondiscretionary.
Strategy
Index Tracker
Sharpe ratio
0.94
365 days
Risk score
Performance
14.0%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The Russell 1000 Dividend Growth Managed Portfolio seeks to invest in the top large-capitalization U.S. dividend equities within the Russell 1000® Index.
Strategy
Index Tracker
Sharpe ratio
0.90
365 days
Risk score
Performance
14.0%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
Sera Capital Management’s Financial Tales Portfolio is designed for investors, not speculators. This global tactical strategy invests in a mix of Exchange-Traded Products (ETPs), and seeks to potentially outperform inflation by 5% a year over multiple market cycles. We attempt to achieve that goal while taking on about half the risk of the S&P 500.
Strategy
ETFs / Funds
Sharpe ratio
0.80
365 days
Risk score
Performance
7.3%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.00% management fee
The Russell 1000 Financial Services Managed Portfolio invests in stocks of companies that provide financial services.
Strategy
Index Tracker
Sharpe ratio
0.78
365 days
Risk score
Performance
14.1%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
0.78
365 days
Risk score
Performance
13.1%
365 days
Costs
$1,000 minimum investment
Basket commission
0.08% management fee
The Russell 3000 Dividend Growth Managed Portfolio seeks to invest in the top U.S. dividend equities within the Russell 3000® Index.
Strategy
Index Tracker
Sharpe ratio
0.77
365 days
Risk score
Performance
12.1%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The State Street Tactical Allocation Model ETF Portfolios seek to provide investors with risk-based model portfolios. Each model portfolio invests primarily in index-based exchange traded funds (ETFs), the majority of which are owned and distributed by State Street and its affiliates.
Strategy
ETFs / Funds
Sharpe ratio
0.73
365 days
Risk score
Performance
8.6%
365 days
Costs
$1,000 minimum investment
Basket commission
0.10% management fee
The Sizemore Capital Dividend Growth Portfolio invests in dividend-paying stocks, REITS, MLPS, and other income-producing securities with the primary objective of generating a high and growing income stream that will outpace inflation over time, and a secondary objective of long-term capital gains.
Strategy
Stocks
Sharpe ratio
0.67
365 days
Risk score
Performance
8.9%
365 days
Costs
$20,000 minimum investment
Tiered commission
1.50% management fee
The Russell 1000 Consumer Discretionary Managed Portfolio invests in stocks of companies that provide goods and services that consumers purchase on a discretionary basis.
Strategy
Index Tracker
Sharpe ratio
0.66
365 days
Risk score
Performance
13.9%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
Buying a dollar for half of its value.
Strategy
Stocks
Sharpe ratio
0.66
365 days
Risk score
Performance
14.1%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.50% management fee
The Russell 1000 Technology Managed Portfolio includes stocks of companies that serve the electronics and computer industries or that manufacture products based on the latest applied science.
Strategy
Index Tracker
Sharpe ratio
0.65
365 days
Risk score
Performance
17.0%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The Russell Top 200 Managed Portfolio seeks to invest in the top 200 large-capitalization U.S. equities.
Strategy
Index Tracker
Sharpe ratio
0.52
365 days
Risk score
Performance
10.4%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.
Strategy
Smart Beta
Sharpe ratio
0.52
365 days
Risk score
Performance
11.1%
365 days
Costs
$1,000 minimum investment
Basket commission
0.08% management fee
Mott Capital Management uses a long-term thematic growth approach to investing in equities. We search for investments that both reflect and help to shape generational and demographic shifts. Mott uses a philosophy of buying these companies for a 3- to 5-year time horizon, with the belief that a long-term holding period gives themes and our chosen companies a chance to fully develop. In our view, the long time horizon also serves to mitigate the risk associated with the short-term impact of market volatility.
Strategy
Stocks
Sharpe ratio
0.51
365 days
Risk score
Performance
11.0%
365 days
Costs
$20,000 minimum investment
Tiered commission
1.50% management fee
The Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
0.47
365 days
Risk score
Performance
9.4%
365 days
Costs
$1,000 minimum investment
Basket commission
0.08% management fee
This strategy provides exposure to a diversified allocation of stocks and bonds using ETFs. It seeks to maximize potential for capital growth on behalf of investors by overweighting equity securities relative to bonds. The strategy typically incorporates WisdomTree equity and fixed income ETFs, and may also include non-WisdomTree ETFs. For performance purposes, this strategy will be benchmarked to an 80/20 combination of a broad-based global equity index and a US aggregate bond index, respectively.
Strategy
ETFs / Funds
Sharpe ratio
0.46
365 days
Risk score
Performance
6.8%
365 days
Costs
$1,000 minimum investment
Basket commission
0.10% management fee
The State Street Tactical Allocation Model ETF Portfolios seek to provide investors with risk-based model portfolios. Each model portfolio invests primarily in index-based exchange traded funds (ETFs), the majority of which are owned and distributed by State Street and its affiliates.
Strategy
ETFs / Funds
Sharpe ratio
0.45
365 days
Risk score
Performance
7.8%
365 days
Costs
$1,000 minimum investment
Basket commission
0.10% management fee
The Russell 1000 Materials & Processing Managed Portfolio includes stocks of companies that extract or process raw materials.
Strategy
Index Tracker
Sharpe ratio
0.41
365 days
Risk score
Performance
9.3%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
0.40
365 days
Risk score
Performance
7.9%
365 days
Costs
$1,000 minimum investment
Basket commission
0.08% management fee
The Global Strategy seeks to provide long-term capital appreciation by tactically investing in a diversified portfolio of domestic and international large-cap stocks, ADRs and ETFs.
Strategy
Stocks
Sharpe ratio
0.37
365 days
Risk score
Performance
8.4%
365 days
Costs
$50,000 minimum investment
Tiered commission
1.00% management fee
This strategy is designed for investors who seek to incorporate alternative investments into a traditional portfolio using ETFs. The strategy typically incorporates WisdomTree equity and fixed income ETFs, and may also include non-WisdomTree ETFs. It typically includes US and international equity and fixed income funds with commodity-focused, long-short, option-writing and other alternative strategies. For performance purposes, this strategy will be benchmarked to a 50/30/20 combination of a broad-based global equity benchmark, a US aggregate bond index, and a benchmark that is a proxy for US cash, respectively.
Strategy
ETFs / Funds
Sharpe ratio
0.37
365 days
Risk score
Performance
4.7%
365 days
Costs
$1,000 minimum investment
Basket commission
0.10% management fee
The Strategic Growth Allocations are Sizemore Capital's alternative to traditional asset allocation and will invest primarily using ETFs. The Strategic Growth Allocation seeks to achieve returns comparable to the S&P 500 while taking less risk and is appropriate for investors with an objective of long-term growth.  Income is secondary objective.
Strategy
ETFs / Funds
Sharpe ratio
0.36
365 days
Risk score
Performance
5.7%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.00% management fee
Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.
Strategy
Stocks
Sharpe ratio
0.33
365 days
Risk score
Performance
8.2%
365 days
Costs
$120,000 minimum investment
Tiered commission
1.50% management fee
Value and Growth are joined at the hip – Warren Buffett. The goal of the Guru Value Growth strategy is to achieve consistent returns, exceeding market performance in up markets and limiting losses in down markets. The strategy is to select stocks that have strong fundamentals with durable competitive advantages, and enter into positions when the markets provide an opportunity to acquire at favorable prices. Additionally, the equity should have strong growth prospects and outlook for increasing shareholder value at the current time or in the near term. The overall philosophy is to buy stocks and hold them over a period of time allowing the stocks to reflect their true value potential.
Strategy
Stocks
Sharpe ratio
0.33
365 days
Risk score
Performance
8.2%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.50% management fee
The Russell 1000 Producer Durables Managed Portfolio includes stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.
Strategy
Index Tracker
Sharpe ratio
0.30
365 days
Risk score
Performance
7.4%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
This portfolio’s primary objective is growth of capital with a moderate level of risk. The portfolio is highly diversified and has exposure to virtually all major equity sectors.
Strategy
ETFs / Funds
Sharpe ratio
0.27
365 days
Risk score
Performance
6.1%
365 days
Costs
$10,000 minimum investment
Tiered commission
0.50% management fee
Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.
Strategy
Stocks
Sharpe ratio
0.27
365 days
Risk score
Performance
6.2%
365 days
Costs
$20,000 minimum investment
Tiered commission
0.50% management fee
Crabtree Small Cap Growth is a cross-sector long-only investment strategy. It seeks to outperform the Russell 2000 Growth Index. The strategy seeks to invest in companies that consistently meet three criteria that Barry calls the Crabtree Attributes, laid out below. Potential investments must: a) consistently generate cash, b) hold on to or increase their market share, and c) do so while executing on their operational and financial plans.
Strategy
Stocks
Sharpe ratio
0.21
365 days
Risk score
Performance
5.2%
365 days
Costs
$35,000 minimum investment
Tiered commission
1.00% management fee
The Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
0.18
365 days
Risk score
Performance
4.9%
365 days
Costs
$1,000 minimum investment
Basket commission
0.08% management fee
Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock repurchases.
Strategy
Stocks
Sharpe ratio
0.18
365 days
Risk score
Performance
5.1%
365 days
Costs
$20,000 minimum investment
Tiered commission
1.00% management fee
GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.
Strategy
Stocks
Sharpe ratio
0.15
365 days
Risk score
Performance
4.1%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.50% management fee
The strategy uses technical trading indicators to actively trade index ETFs. The strategy is appropriate for investors that are looking to sidestep market downturns, while still participating in the upside.
Strategy
ETFs / Funds
Sharpe ratio
0.09
365 days
Risk score
Performance
3.3%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.00% management fee
The Small Cap Value portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
0.09
365 days
Risk score
Performance
3.3%
365 days
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.
Strategy
Stocks
Sharpe ratio
0.09
365 days
Risk score
Performance
3.8%
365 days
Costs
$20,000 minimum investment
Tiered commission
1.00% management fee
Crabtree Technology is a science and technology, long-only investment strategy. It seeks to outperform the NYSE Arca Technology 100 Index. The strategy seeks companies that consistently meet three criteria that Barry calls the Crabtree Attributes: Potential investments must a) consistently generate cash, b) hold on to or increase their market share, and c) do so while executing on their operational and financial plans.
Strategy
Stocks
Sharpe ratio
0.08
365 days
Risk score
Performance
3.5%
365 days
Costs
$30,000 minimum investment
Tiered commission
1.00% management fee
For managed account portfolios, PIP utilizes proprietary asset allocation models based upon predetermined investment objectives and risk tolerance levels in the management of client assets.  These models incorporate both equity and fixed income securities for sector diversification. For equities, these sectors are further broken down by market capitalization and area of focus. For fixed income, these sectors are further broken down by maturity of issues, credit quality of the underlying and collateral backing the issue. The common theme of all the models is to generate favorable risk-adjusted returns.
Strategy
ETFs / Funds
Sharpe ratio
0.07
365 days
Risk score
Performance
2.7%
365 days
Costs
$10,000 minimum investment
Tiered commission
0.80% management fee
We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.
Strategy
Stocks
Sharpe ratio
0.02
365 days
Risk score
Performance
1.9%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.00% management fee
The Russell 1000 Healthcare Managed Portfolio includes stocks of companies involved in providing medical or health care products, services, technology, or equipment.
Strategy
Index Tracker
Sharpe ratio
0.00
365 days
Risk score
Performance
1.7%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The Small Cap Dividend portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
0.00
365 days
Risk score
Performance
1.7%
365 days
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
Sparrow Unconstrained Strategy invests across market sectors, industries, and market capitalization ranges. The Sparrow Unconstrained Strategy objective is to provide the most efficient risk/reward outcome over time.
Strategy
Stocks
Sharpe ratio
0.00
365 days
Risk score
Performance
1.5%
365 days
Costs
$50,000 minimum investment
Tiered commission
1.00% management fee
The Small Cap Quality portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
-0.04
365 days
Risk score
Performance
0.9%
365 days
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
Split Rock Private Trading and Wealth Management LLC (“Split Rock”) strategically manages its Equity Rotation SMA by continually monitoring which phase of the economic cycle we are currently in. Split Rock then invests in companies that it believes are best positioned within the current cycle. On an ongoing basis, Split Rock makes tactical adjustments based on geopolitical events and various micro and macro-economic factors.
Strategy
Stocks
Sharpe ratio
-0.05
365 days
Risk score
Performance
0.7%
365 days
Costs
$15,000 minimum investment
Tiered commission
1.00% management fee
The US Equity All Cap Undervalued portfolio invests in stocks that are selling for less than their intrinsic value as determined by a conservatively applied discounted cash flow analysis.
Strategy
Stocks
Sharpe ratio
-0.06
365 days
Risk score
Performance
0.2%
365 days
Costs
$20,000 minimum investment
Tiered commission
1.00% management fee
The High-Quality Small Cap strategy is a fundamental core approach that invests in small cap companies in strong financial condition and whose equities are priced below our view of fair value. Our research process integrates fundamental research with quantitative screening to exploit market anomalies, providing us a competitive advantage in identifying investment opportunities. Our bottom-up proprietary research work focuses on identifying high-potential investment candidates experiencing positive fundamental change.
Strategy
Stocks
Sharpe ratio
-0.08
365 days
Risk score
Performance
-0.1%
365 days
Costs
$30,000 minimum investment
Tiered commission
1.00% management fee
The Small Cap Broad Market portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
-0.18
365 days
Risk score
Performance
-1.9%
365 days
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
The Small Cap Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of small cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
-0.20
365 days
Risk score
Performance
-2.3%
365 days
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
The Atlas Global Downside Protected (GDP) strategy is a global equity strategy benchmarked to the MSCI All-Country World Index (ACWI). GDP is designed to reduce the risk of large loss in sustained market declines, while still striving to achieve gains when stock markets are rising. The strategy does this by avoiding segments of global stock markets that have heightened risk profile; staying fully invested in “good markets” (using cash sparingly); and opportunistically managing foreign exchange rate risk. As with the other Atlas strategies, GDP uses a consistent, systematic approach with a foundation in academic and Atlas proprietary research.
Strategy
ETFs / Funds
Sharpe ratio
-0.32
365 days
Risk score
Performance
-1.6%
365 days
Costs
$20,000 minimum investment
Tiered commission
0.75% management fee
The Ivy 5 Downside Protected (Ivy 5) portfolio is a global asset allocation strategy. The Ivy 5 implements a strategy used by the large Ivy League endowments as researched by Faber and Richardson (2009). The five asset classes that the Ivy 5 portfolio invests in are US equities, foreign equities, fixed income, real estate, and commodities. Over this set of assets we layer on quantitative risk management strategies that seek to reduce the volatility and drawdowns of the portfolio. The latest quantitative research is employed to improve the risk-return characteristics of the portfolio.
Strategy
ETFs / Funds
Sharpe ratio
-0.52
365 days
Risk score
Performance
-0.7%
365 days
Costs
$15,000 minimum investment
Tiered commission
0.75% management fee
The Freedland Healthcare portfolio invests in healthcare-related stocks. It attempts to identify companies with reasonable valuations and good prospects for growth including ones that offer possible dividends to stockholders. These companies will range from drug, device, retail sales, electronic medical record, prescription services, and HMO/hospital companies. While emphasizing mid cap stocks, large cap and smaller capitalization companies may be included as well as emerging medical treatments/technologies. Companies selected for this portfolio are closely monitored.
Strategy
Stocks
Sharpe ratio
-0.53
365 days
Risk score
Performance
-11.2%
365 days
Costs
$20,000 minimum investment
Tiered commission
1.00% management fee
The Russell 1000 Energy Managed Portfolio invests in stocks of companies involved in the exploration and production of energy products such as oil, natural gas, and coal.
Strategy
Index Tracker
Sharpe ratio
-0.95
365 days
Risk score
Performance
-19.7%
365 days
Costs
$1,000 minimum investment
Basket commission
0.20% management fee
The WMA Top Picks portfolio is an investment solution for those wishing to avoid very crowded, passive index tracking strategies. Our selection of companies emanates from a fundamental ranking methodology of over 4,000 firms which are categorized according to three thematics – Growth, Value, and Yield. A weekly relative price trend indicator for each stock is overlaid upon the fundamental framework to ensure our holdings remain oriented in the right direction. The strategy objective is to outperform the Russell 3000, in both bull and bear markets, and produce long-term capital appreciation.
Strategy
Stocks
Sharpe ratio
-1.16
365 days
Risk score
Performance
-4.8%
365 days
Costs
$10,000 minimum investment
Tiered commission
1.50% management fee
Recently added portfolios
These portfolios were added within the last 365 days and as a result we do not calculate performance metrics for them.
The Undervalued Opportunities investment strategy is suited for investors who are seeking concentrated exposure to securities. The strategy will seek both investment in securities and short selling. Through active management the strategy strives to beat the annualized returns of the S&P 500 over a long period of time.
Strategy
Stocks
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$20,000 minimum investment
Tiered commission
1.50% management fee
Founded in 2008, Global X Management Company LLC (Global X) is a sponsor of exchange traded funds (ETFs). Global X is known for its Thematic Growth, Income, and International Access ETFs.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.10% management fee
The Global X Equity Thematic Disruptors ETF Model Portfolio is a growth-focused equity allocation portfolio using Global X and third-party ETFs.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.10% management fee
The ESG Broad Market portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors while delivering return and risk characteristics of large and mid cap stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
The ESG Dividend portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap high dividend stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
The ESG Growth portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.
Strategy
Smart Beta
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
The ESG Quality portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap quality stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
The ESG Value portfolio is a portfolio designed to systematically invest in companies with positive environmental, social and governance (ESG) factors, while delivering return and risk characteristics of large and mid cap value stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost.
Strategy
Smart Beta
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.11% management fee
Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.
Strategy
Stocks
Sharpe ratio
Insufficient data
Risk score
Performance
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Costs
$20,000 minimum investment
Tiered commission
0.50% management fee
The Legg Mason Global Growth and Income Portfolio is a diversified equity portfolio which uses a combination of Legg Mason Exchange Traded Funds in order to meet its objectives of balancing growth, income, and portfolio risk. The portfolio seeks to provide a balanced exposure across growth, value, infrastructure, international and emerging market equities and fixed income securities. The result is a diversified portfolio that seeks income that is higher than its benchmark, while pursuing growth at a reasonable risk level.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$1,000 minimum investment
Basket commission
0.10% management fee
Stoken Asset Management is an investment advisor providing quantitative asset management services to individuals and institutions. The firm believes that markets are difficult, if not impossible, to predict and that diversification is no longer enough to manage portfolio risk. Our view is that asset classes should be treated independently, allowing for material shifts in asset allocation as market patterns emerge. Stoken Asset Management was founded in 2013 by Deidre Stoken McClurg. She brings over 20 years of finance and investment experience to the firm. Prior to founding the firm, Deidre worked for JPMorgan’s Private Bank and William O’Neil & Co. Deidre is a Certified Financial Planner and Certified Public Accountant. She earned a BA from the University of Southern California and an MBA from Northwestern University’s Kellogg School of Management.
Strategy
ETFs / Funds
Sharpe ratio
Insufficient data
Risk score
Performance
Insufficient data
Costs
$10,000 minimum investment
Tiered commission
0.75% management fee
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