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We provide low-cost access to well-diversified portfolios using data from leading providers and a curated selection by investment managers with a mandate to pursue enhanced returns.
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FTSE Russell Profile Picture
Energy
FTSE Russell
104.9%
365 days
Sharpe ratio: 3.08
Minimum investment
$100
Management fee
0.20%
Energy
Large and mid cap stocks
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FTSE Russell Profile Picture
Financial Services
FTSE Russell
66.2%
365 days
Sharpe ratio: 3.30
Minimum investment
$100
Management fee
0.20%
Financial services
Large and mid cap stocks
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IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
59.4%
365 days
Sharpe ratio: 2.59
Minimum investment
$100
Management fee
0.11%
Small cap value stocks
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Greenwich Wealth Management LLC Profile Picture
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
59.1%
365 days
Sharpe ratio: 2.32
Minimum investment
$20,000
Management fee
1.00%
Concentrated
Macroeconomic view
Conservative
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IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
54.0%
365 days
Sharpe ratio: 2.98
Minimum investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
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FTSE Russell Profile Picture
Financial Services
FTSE Russell
66.2%
365 days
Sharpe ratio: 3.30
Minimum investment
$100
Management fee
0.20%
Financial services
Large and mid cap stocks
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Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
53.8%
365 days
Sharpe ratio: 3.16
Minimum investment
$10,000
Management fee
1.50%
Fundamental analysis
Strategic advantages
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FTSE Russell Profile Picture
Energy
FTSE Russell
104.9%
365 days
Sharpe ratio: 3.08
Minimum investment
$100
Management fee
0.20%
Energy
Large and mid cap stocks
Learn more
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
54.0%
365 days
Sharpe ratio: 2.98
Minimum investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
37.2%
365 days
Sharpe ratio: 2.79
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap stocks
Learn more
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
54.0%
365 days
Sharpe ratio: 2.98
Minimum investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
42.8%
365 days
Sharpe ratio: 2.34
Minimum investment
$100
Management fee
0.11%
Quality and safety
Materials
Entire supply chain
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IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
38.4%
365 days
Sharpe ratio: 2.58
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap value stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
37.2%
365 days
Sharpe ratio: 2.79
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap stocks
Learn more
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
36.4%
365 days
Sharpe ratio: 2.24
Minimum investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
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10.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Equity themes
ETFs
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4.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Digital innovation
ETFs
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Pearl Impact Capital Profile Picture
ESG International Opportunities
Pearl Impact Capital
4.0%
Since inception
Sharpe ratio: -
Minimum investment
$5,000
Management fee
0.75%
International strategies
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4.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Digital innovation
ETFs
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10.2%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Equity themes
ETFs
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22.6%
365 days
Sharpe ratio: 1.07
Minimum investment
$100
Management fee
0.10%
Growth and disruption
ETFs
Learn more
IA Smart Beta Profile Picture
Quality
IA Smart Beta
33.3%
365 days
Sharpe ratio: 2.58
Minimum investment
$100
Management fee
0.08%
Large and mid cap quality stocks
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18.9%
365 days
Sharpe ratio: 2.49
Minimum investment
$100
Management fee
0.10%
Diversified equity
ETFs
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State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
21.7%
365 days
Sharpe ratio: 2.29
Minimum investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
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18.1%
365 days
Sharpe ratio: 2.25
Minimum investment
$100
Management fee
0.10%
Alternatives
Stocks and bonds
ETFs
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Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
37.9%
365 days
Sharpe ratio: 2.06
Minimum investment
$20,000
Management fee
1.50%
Fundamental analysis
Concentrated exposure
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IA Smart Beta Profile Picture
Small Cap Value
IA Smart Beta
59.4%
365 days
Sharpe ratio: 2.59
Minimum investment
$100
Management fee
0.11%
Small cap value stocks
Learn more
IA Smart Beta Profile Picture
Value
IA Smart Beta
47.3%
365 days
Sharpe ratio: 2.66
Minimum investment
$100
Management fee
0.08%
Large and mid cap value stocks
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Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
35.0%
365 days
Sharpe ratio: 1.93
Minimum investment
$500
Management fee
0.50%
Long term
Competitive advantage
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Y H & C Investments Profile Picture
Long Term GARP
Y H & C Investments
53.8%
365 days
Sharpe ratio: 3.16
Minimum investment
$10,000
Management fee
1.50%
Fundamental analysis
Strategic advantages
Learn more
Analytic Investment Profile Picture
Focus Growth
Analytic Investment
29.5%
365 days
Sharpe ratio: 1.00
Minimum investment
$500
Management fee
1.50%
Aggressive
Identify mispriced large cap stocks
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Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
42.5%
365 days
Sharpe ratio: 1.84
Minimum investment
$1,000
Management fee
1.00%
Fundamental analysis
Small cap stocks and ADRs
Learn more
IA Smart Beta Profile Picture
Growth
IA Smart Beta
28.7%
365 days
Sharpe ratio: 2.00
Minimum investment
$100
Management fee
0.08%
Large and mid cap growth stocks
Learn more
Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
8.7%
365 days
Sharpe ratio: 2.64
Minimum investment
$500
Management fee
0.75%
Low volatility
Bond ETFs
Small and mid cap stocks
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33.4%
365 days
Sharpe ratio: 2.42
Minimum investment
$100
Management fee
0.20%
Large and mid cap growth stocks
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33.4%
365 days
Sharpe ratio: 2.17
Minimum investment
$100
Management fee
0.20%
All cap growth stocks
Learn more
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
36.0%
365 days
Sharpe ratio: 2.23
Minimum investment
$100
Management fee
0.08%
Large and mid cap dividend stocks
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Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
35.4%
365 days
Sharpe ratio: 2.42
Minimum investment
$5,000
Management fee
1.50%
Dividend stocks
The next decade and beyond
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Stone Fox Capital Profile Picture
Net Payout Yields
Stone Fox Capital
45.4%
365 days
Sharpe ratio: 2.45
Minimum investment
$1,000
Management fee
1.00%
Conservative
Large cap or stock buybacks
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Elite Wealth Management Profile Picture
Global
Elite Wealth Management
18.5%
365 days
Sharpe ratio: 1.05
Minimum investment
$50,000
Management fee
1.00%
Tactical investing
Domestic and international
Learn more
Global X Profile Picture
China Sector
Global X
9.1%
365 days
Sharpe ratio: 0.40
Minimum investment
$100
Management fee
0.10%
New consumer led businesses
China
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18.9%
365 days
Sharpe ratio: 2.49
Minimum investment
$100
Management fee
0.10%
Diversified equity
ETFs
Learn more
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
18.4%
365 days
Sharpe ratio: 2.11
Minimum investment
$10,000
Management fee
1.00%
Global tactical strategy
Undervalued assets
Learn more
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
30.2%
365 days
Sharpe ratio: 2.36
Minimum investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
Learn more
WisdomTree Profile Picture
Aggressive
WisdomTree
23.7%
365 days
Sharpe ratio: 2.32
Minimum investment
$100
Management fee
0.10%
Diversified
Stocks and bonds
ETFs
Learn more
IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
31.8%
365 days
Sharpe ratio: 2.09
Minimum investment
$100
Management fee
0.11%
Reduce emissions
Sustainable energy
Low carbon
Learn more
IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
24.6%
365 days
Sharpe ratio: 1.92
Minimum investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
Learn more
IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
27.9%
365 days
Sharpe ratio: 2.12
Minimum investment
$100
Management fee
0.11%
Manage water use
Value marine life
Learn more
IA Socially Responsible Investing Profile Picture
Pure Water
IA Socially Responsible Investing
26.7%
365 days
Sharpe ratio: 1.97
Minimum investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
Learn more
IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
42.8%
365 days
Sharpe ratio: 2.34
Minimum investment
$100
Management fee
0.11%
Quality and safety
Materials
Entire supply chain
Learn more
IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
34.2%
365 days
Sharpe ratio: 2.23
Minimum investment
$100
Management fee
0.11%
Societal and workforce care
Diverse and equal
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IA Socially Responsible Investing Profile Picture
Gender Equality
IA Socially Responsible Investing
35.4%
365 days
Sharpe ratio: 2.40
Minimum investment
$100
Management fee
0.11%
Gender parity
Recruiting and promotion of women
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IA Socially Responsible Investing Profile Picture
LGBTQ Inclusion
IA Socially Responsible Investing
34.3%
365 days
Sharpe ratio: 2.44
Minimum investment
$100
Management fee
0.11%
Diverse and equal
LGBTQ focus
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IA Socially Responsible Investing Profile Picture
Racial Equality
IA Socially Responsible Investing
29.1%
365 days
Sharpe ratio: 1.91
Minimum investment
$100
Management fee
0.11%
Diverse and equal
All ethnicities
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IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
29.4%
365 days
Sharpe ratio: 2.34
Minimum investment
$100
Management fee
0.11%
Protect clients
Safety and labelling
Data security
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IA Socially Responsible Investing Profile Picture
Customer Safety
IA Socially Responsible Investing
35.0%
365 days
Sharpe ratio: 2.41
Minimum investment
$100
Management fee
0.11%
Privacy and safety
Product access
Good practices
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IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
54.0%
365 days
Sharpe ratio: 2.98
Minimum investment
$100
Management fee
0.11%
Good corporate governance
Resolve conflicts well
Learn more
IA Socially Responsible Investing Profile Picture
Mindful Business Models
IA Socially Responsible Investing
36.4%
365 days
Sharpe ratio: 2.24
Minimum investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
37.2%
365 days
Sharpe ratio: 2.79
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Dividend
IA Socially Responsible Investing
30.4%
365 days
Sharpe ratio: 2.24
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap dividend stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Growth
IA Socially Responsible Investing
25.6%
365 days
Sharpe ratio: 2.04
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap growth stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Quality
IA Socially Responsible Investing
30.8%
365 days
Sharpe ratio: 2.42
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap quality stocks
Learn more
IA Socially Responsible Investing Profile Picture
ESG Value
IA Socially Responsible Investing
38.4%
365 days
Sharpe ratio: 2.58
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap value stocks
Learn more
FTSE Russell Profile Picture
Industrials
FTSE Russell
32.5%
365 days
Sharpe ratio: 2.06
Minimum investment
$100
Management fee
0.20%
Industrials
Large and mid cap stocks
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FTSE Russell Profile Picture
Technology
FTSE Russell
41.5%
365 days
Sharpe ratio: 2.03
Minimum investment
$100
Management fee
0.20%
Technology
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Telecommunications
FTSE Russell
16.6%
365 days
Sharpe ratio: 1.28
Minimum investment
$100
Management fee
0.20%
Telecommunications
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Top 200
FTSE Russell
34.8%
365 days
Sharpe ratio: 2.59
Minimum investment
$100
Management fee
0.20%
Large cap stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
10.0%
365 days
Sharpe ratio: 0.66
Minimum investment
$100
Management fee
0.20%
Utilities
Large and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Broad Market
IA Smart Beta
37.8%
365 days
Sharpe ratio: 2.67
Minimum investment
$100
Management fee
0.08%
Large and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
50.5%
365 days
Sharpe ratio: 2.40
Minimum investment
$100
Management fee
0.11%
Small and mid cap stocks
Learn more
Crabtree Asset Management Profile Picture
Small Cap Growth
Crabtree Asset Management
42.5%
365 days
Sharpe ratio: 1.84
Minimum investment
$1,000
Management fee
1.00%
Fundamental analysis
Small cap stocks and ADRs
Learn more
IA Smart Beta Profile Picture
Small Cap Broad Market
IA Smart Beta
50.5%
365 days
Sharpe ratio: 2.40
Minimum investment
$100
Management fee
0.11%
Small and mid cap stocks
Learn more
IA Smart Beta Profile Picture
Small Cap Quality
IA Smart Beta
46.6%
365 days
Sharpe ratio: 2.38
Minimum investment
$100
Management fee
0.11%
Small and mid cap quality stocks
Learn more
Crabtree Asset Management Profile Picture
Technology
Crabtree Asset Management
47.3%
365 days
Sharpe ratio: 2.01
Minimum investment
$30,000
Management fee
1.00%
Science and technology
Fundamental analysis
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
41.5%
365 days
Sharpe ratio: 2.03
Minimum investment
$100
Management fee
0.20%
Technology
Large and mid cap stocks
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4.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Digital innovation
ETFs
Learn more
22.6%
365 days
Sharpe ratio: 1.07
Minimum investment
$100
Management fee
0.10%
Growth and disruption
ETFs
Learn more
FTSE Russell Profile Picture
Health Care
FTSE Russell
24.6%
365 days
Sharpe ratio: 1.90
Minimum investment
$100
Management fee
0.20%
Medical and healthcare
Large and mid cap stocks
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Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
25.6%
365 days
Sharpe ratio: 1.14
Minimum investment
$500
Management fee
1.00%
Healthcare
Medical technology
Learn more