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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. You’re always free to switch your portfolios, whenever you want, without fees or penalties.
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...portfolios from leading institutions?

Invest in portfolios created using data from industry-leading providers and our own investment team.

33.0%
365 days
Sharpe ratio: 1.52
Minimum investment
$100
Management fee
0.10%
Growth and disruption
ETFs
Learn more
IA Smart Beta Profile Picture
Quality
IA Smart Beta
32.9%
365 days
Sharpe ratio: 2.32
Minimum investment
$100
Management fee
0.08%
Large and mid cap quality stocks
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18.9%
365 days
Sharpe ratio: 2.30
Minimum investment
$100
Management fee
0.10%
Diversified equity
ETFs
Learn more
State Street Global Advisors Profile Picture
Moderate
State Street Global Advisors
21.7%
365 days
Sharpe ratio: 2.15
Minimum investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
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18.9%
365 days
Sharpe ratio: 2.15
Minimum investment
$100
Management fee
0.10%
Alternatives
Stocks and bonds
ETFs
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2.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Digital innovation
ETFs
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5.3%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Equity themes
ETFs
Learn more
Portfolio icon

...undervalued companies?

Invest in companies that are undervalued and have the potential to grow.

Clearbrook Capital Advisors Profile Picture
Undervalued Opportunities
Clearbrook Capital Advisors
73.6%
365 days
Sharpe ratio: 3.21
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
60.2%
365 days
Sharpe ratio: 2.42
Minimum investment
$100
Management fee
0.11%
Small cap value stocks
Learn more
IA Smart Beta Profile Picture
Value
IA Smart Beta
50.2%
365 days
Sharpe ratio: 2.55
Minimum investment
$100
Management fee
0.08%
Large and mid cap value stocks
Learn more
Lakeland Wealth Management Profile Picture
Long Term Value
Lakeland Wealth Management
47.8%
365 days
Sharpe ratio: 2.37
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
52.0%
365 days
Sharpe ratio: 2.77
Minimum investment
$10,000
Management fee
1.50%
Fundamental analysis
Strategic advantages
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...growth?

Invest in growing companies with the potential to appreciate in value.

Analytic Investment Profile Picture
Focus Growth
Analytic Investment
33.9%
365 days
Sharpe ratio: 1.05
Minimum investment
$20,000
Management fee
1.50%
Aggressive
Identify mispriced large cap stocks
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Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
44.9%
365 days
Sharpe ratio: 1.89
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
29.2%
365 days
Sharpe ratio: 1.89
Minimum investment
$100
Management fee
0.08%
Large and mid cap growth stocks
Learn more
Portfolio icon

...income generating portfolios?

Invest in companies with high dividend and payouts.

Cratus Capital LLC Profile Picture
High Income
Cratus Capital LLC
11.3%
365 days
Sharpe ratio: 2.93
Minimum investment
$500
Management fee
0.75%
Low volatility
Bond ETFs
Small and mid cap stocks
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34.8%
365 days
Sharpe ratio: 2.30
Minimum investment
$100
Management fee
0.20%
Large and mid cap growth stocks
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34.1%
365 days
Sharpe ratio: 2.05
Minimum investment
$100
Management fee
0.20%
All cap growth stocks
Learn more
IA Smart Beta Profile Picture
Dividend
IA Smart Beta
38.6%
365 days
Sharpe ratio: 2.18
Minimum investment
$100
Management fee
0.08%
Large and mid cap dividend stocks
Learn more
Sizemore Capital Profile Picture
Dividend Growth
Sizemore Capital
29.1%
365 days
Sharpe ratio: 1.88
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
48.7%
365 days
Sharpe ratio: 2.49
Minimum investment
$1,000
Management fee
1.00%
Conservative
Large cap or stock buybacks
Learn more
Portfolio icon

...global companies and asset classes?

Invest in companies and asset classes from across the world.

Elite Wealth Management Profile Picture
Global
Elite Wealth Management
18.5%
365 days
Sharpe ratio: 0.96
Minimum investment
$50,000
Management fee
1.00%
Tactical investing
Domestic and international
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Global X Profile Picture
China Sector
Global X
19.5%
365 days
Sharpe ratio: 0.96
Minimum investment
$100
Management fee
0.10%
New consumer led businesses
China
Learn more
18.9%
365 days
Sharpe ratio: 2.30
Minimum investment
$100
Management fee
0.10%
Diversified equity
ETFs
Learn more
Sera Capital Management Profile Picture
Financial Tales
Sera Capital Management
17.6%
365 days
Sharpe ratio: 1.87
Minimum investment
$10,000
Management fee
1.00%
Global tactical strategy
Undervalued assets
Learn more
Sizemore Capital Profile Picture
Adaptive Asset Allocation
Sizemore Capital
9.5%
365 days
Sharpe ratio: 1.24
Minimum investment
$5,000
Management fee
1.50%
Adaptive asset allocation
Learn more
State Street Global Advisors Profile Picture
Growth
State Street Global Advisors
30.6%
365 days
Sharpe ratio: 2.22
Minimum investment
$100
Management fee
0.10%
Tactical asset allocation
Index ETFs
Learn more
WisdomTree Profile Picture
Aggressive
WisdomTree
24.9%
365 days
Sharpe ratio: 2.23
Minimum investment
$100
Management fee
0.10%
Diversified
Stocks and bonds
ETFs
Learn more
Portfolio icon

...a better planet?

Invest in companies that focus on reducing greenhouse gas emissions, building energy efficient products, reducing energy footprint, using alternative energy sources and conserving water.

IA Socially Responsible Investing Profile Picture
Clean Air
IA Socially Responsible Investing
29.8%
365 days
Sharpe ratio: 1.76
Minimum investment
$100
Management fee
0.11%
Reduce emissions
Sustainable energy
Low carbon
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IA Socially Responsible Investing Profile Picture
Land Health
IA Socially Responsible Investing
25.9%
365 days
Sharpe ratio: 1.78
Minimum investment
$100
Management fee
0.11%
Reduce harmful land waste
Safe disposal
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IA Socially Responsible Investing Profile Picture
Ocean Life
IA Socially Responsible Investing
28.8%
365 days
Sharpe ratio: 1.95
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
30.9%
365 days
Sharpe ratio: 2.01
Minimum investment
$100
Management fee
0.11%
Manage water use
Avoid contamination
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IA Socially Responsible Investing Profile Picture
Sustainable Product Lifecycle
IA Socially Responsible Investing
47.0%
365 days
Sharpe ratio: 2.40
Minimum investment
$100
Management fee
0.11%
Quality and safety
Materials
Entire supply chain
Learn more
Portfolio icon

...social justice?

Invest in companies with social justice goals that focus on fair labor & thriving communities, gender equality, LGBTQ inclusion and racial equality.

IA Socially Responsible Investing Profile Picture
Fair Labor & Thriving Communities
IA Socially Responsible Investing
38.7%
365 days
Sharpe ratio: 2.33
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
44.3%
365 days
Sharpe ratio: 2.69
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
37.6%
365 days
Sharpe ratio: 2.39
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
33.3%
365 days
Sharpe ratio: 1.98
Minimum investment
$100
Management fee
0.11%
Diverse and equal
All ethnicities
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Portfolio icon

...responsible management?

Invest in companies with ethical leadership and sound governance such as company transparency, customer safety, ethical leadership and mindful business models.

IA Socially Responsible Investing Profile Picture
Company Transparency
IA Socially Responsible Investing
33.2%
365 days
Sharpe ratio: 2.45
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
38.0%
365 days
Sharpe ratio: 2.50
Minimum investment
$100
Management fee
0.11%
Privacy and safety
Product access
Good practices
Learn more
IA Socially Responsible Investing Profile Picture
Ethical Leadership
IA Socially Responsible Investing
51.7%
365 days
Sharpe ratio: 2.71
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
39.5%
365 days
Sharpe ratio: 2.28
Minimum investment
$100
Management fee
0.11%
Towards lower carbon
Towards climate friendly
Learn more
Portfolio icon

...Smart Beta portfolios with a social edge?

Invest in companies with positive ESG factors while delivering return and risk characteristics of large and mid-cap stocks within the US equity market.

IA Socially Responsible Investing Profile Picture
ESG Broad Market
IA Socially Responsible Investing
36.2%
365 days
Sharpe ratio: 2.42
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
30.7%
365 days
Sharpe ratio: 2.06
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
22.3%
365 days
Sharpe ratio: 1.63
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
30.6%
365 days
Sharpe ratio: 2.17
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
38.9%
365 days
Sharpe ratio: 2.34
Minimum investment
$100
Management fee
0.11%
Good ESG scores
Large and mid cap value stocks
Learn more
Portfolio icon

...index based portfolios?

Invest in rules based portfolios targeting certain indices.

FTSE Russell Profile Picture
Industrials
FTSE Russell
43.7%
365 days
Sharpe ratio: 2.56
Minimum investment
$100
Management fee
0.20%
Industrials
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
44.5%
365 days
Sharpe ratio: 1.87
Minimum investment
$100
Management fee
0.20%
Technology
Large and mid cap stocks
Learn more
FTSE Russell Profile Picture
Top 200
FTSE Russell
34.4%
365 days
Sharpe ratio: 2.22
Minimum investment
$100
Management fee
0.20%
Large cap stocks
Learn more
FTSE Russell Profile Picture
Utilities
FTSE Russell
8.9%
365 days
Sharpe ratio: 0.59
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
38.1%
365 days
Sharpe ratio: 2.45
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
53.6%
365 days
Sharpe ratio: 2.43
Minimum investment
$100
Management fee
0.11%
Small and mid cap stocks
Learn more
FTSE Russell Profile Picture
Telecommunications
FTSE Russell
20.4%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.20%
Telecommunications
Large and mid cap stocks
Learn more
Portfolio icon

...small cap companies?

Invest in the small market capitalisation companies.

Crabtree Asset Mgmt Profile Picture
Small Cap Growth
Crabtree Asset Mgmt
44.9%
365 days
Sharpe ratio: 1.89
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
53.6%
365 days
Sharpe ratio: 2.43
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
44.1%
365 days
Sharpe ratio: 2.11
Minimum investment
$100
Management fee
0.11%
Small and mid cap quality stocks
Learn more
Portfolio icon

...technology?

Invest in companies in the technology sector.

Crabtree Asset Mgmt Profile Picture
Technology
Crabtree Asset Mgmt
59.2%
365 days
Sharpe ratio: 2.41
Minimum investment
$30,000
Management fee
1.00%
Science and technology
Fundamental analysis
Learn more
FTSE Russell Profile Picture
Technology
FTSE Russell
44.5%
365 days
Sharpe ratio: 1.87
Minimum investment
$100
Management fee
0.20%
Technology
Large and mid cap stocks
Learn more
33.0%
365 days
Sharpe ratio: 1.52
Minimum investment
$100
Management fee
0.10%
Growth and disruption
ETFs
Learn more
2.0%
Since inception
Sharpe ratio: -
Minimum investment
$100
Management fee
0.10%
Digital innovation
ETFs
Learn more
Portfolio icon

...healthcare?

Invest in companies in the healthcare sector.

FTSE Russell Profile Picture
Health Care
FTSE Russell
23.2%
365 days
Sharpe ratio: 1.64
Minimum investment
$100
Management fee
0.20%
Medical and healthcare
Large and mid cap stocks
Learn more
Sparrow Capital Management Profile Picture
Freedland Healthcare
Sparrow Capital Management
33.0%
365 days
Sharpe ratio: 1.41
Minimum investment
$500
Management fee
1.00%
Healthcare
Medical technology
Learn more