Tell us
about your investment horizon, risk tolerance and some other details.
In return, you'll get a complete custom portfolio
recommendation that reflects institutional quality
global asset allocation and ETF
managers
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Lets get started:
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Investment
Time Horizon
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Withdrawal
Horizon |
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The length of time I
am plan to invest before I will need to withdraw
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I plan to withdraw
funds from this investment over a period of:
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16
years
suggested equity:
60%
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Expected
Return & Risk |
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What
is your expectation of annual return from this portfolio? The higher
the expectation of return the higher the maximum 1-year loss you are
willing to accept in any given year. Here the risk is defined as VaR
(Value at Risk) at possibility of 1 in 50 year chance of experiencing
loss greater than this value.
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Current
Take Home Annual Income |
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Annual Withdrawl |
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What is your annual household income?
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Annual
withdrawal amount from this portfolio to maintain your lifestyle or
accomplish your investment goal (education or dream house).
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$ |
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Your
Net
Worth |
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Investment
Amount |
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What
is your total
net-worh
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Enter
amount you want to
invest.
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$
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(The account minimum is $20,000)
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Asset
Allocation Strategy |
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Investment
Manager Selection |
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Passive
- Prudent Manager Asset
Allocation
Inflation Hedge + Prudent Manager Asset Allocation
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Passive
Index ETF Managers
Active
ETF Managers
Socially
Responsible ETF Managers
High
Income ETF
Managers
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Type of Account
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Portfolio
Rebalancing Method |
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Personal
Trust
Traditional IRA
Roth IRA
SEP IRA - Small Business
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Quarterly
Rebalance
Smart
Opportunistic
Rebalance
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