Our portfolios

We generate a unique, diversified portfolio for each account we manage.

Create your portfolio
PHASE 1

Asset selection

Our algorithms start by selecting ETFs from sectors like US Equities, Emerging Markets, Bonds, Commodities and Energy. They create portfolios of all possible combinations and rank them based on total fees, liquidity and how uncorrelated the assets are.

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PHASE 2

Risk optimization

Taking the best-ranking combinations of assets, our A.I will then add your risk tolerance into their mix and place the resulting portfolios on the efficient frontier to identify the portfolio that may bring you the desired results with the minimum risk.

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PHASE 3

Back Testing

Finally, our algorithms perform a third optimization by, making sure that our strategies can be deployed on your portfolio and back-testing the top three against data from 2007 to date. The portfolio with the best past performance is then applied to your account.

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Portfolio Examples

Depending on which one of our smart strategies is applied to your account, here is what your optimized, diversified portfolio will offer.

Growth

Your portfolio is designed with the maximization of your potential gains in mind.

FEATURES
Geo and class diversification
Option strategies to capture additional returns and/or


protect assets without liquidating assets
Automating rebalancing
Tax harvesting
Dynamic Risk Management
High liquidity
Next day withdrawal

Income Generation

Your portfolio's main mission is to add extra monthly or quarterly income to your regular earnings.

FEATURES
Steady income with low-fees
Option strategies to generate income and/or


protect assets without liquidating assets
Automating rebalancing
Tax harvesting
Dynamic Risk Management
High liquidity
Next day withdrawal

Capital Preservation (Coming soon)

Your assets stay protected while sacrificing as little as possible of your potential returns.

FEATURES
High - yield savings acount type portfolio
Option strategies to preserve capital while


enjoying market returns
Automating rebalancing
Tax harvesting
Dynamic Risk Management
High liquidity
Next day withdrawal
CUSTOMER SUPPORT

Talk to us

Our advisors are standing by to learn about your financial goals and provide straightforward answers to all your questions.

Take a peak at your future assets

Find out what your portfolio will look like when it is managed by our A.I. and protected by our option strategies.

Create your portfolio