PASSIVE
1.00% per annum
For long-term investors who prefer simplicity and lower fees over complex strategies and absolute returns.
We construct a portfolio with static allocations based on Ray Dalio's All Weather Portfolio. We reinvest dividends and interest payments, and perform regular rebalancing.
Minimum of $6,000 USD
ACTIVE
1.50% per annum
For more sophisticated investors who seek to mitigate market swings through active management.
We construct an adaptive portfolio with dynamic allocations containing multiple asset classes using an active Risk Parity based tactical asset allocation strategy.
Minimum of $10,000 USD
PORTFOLIO STABILITY THROUGH RISK-PARITY
Navigating today's volatile financial markets requires a strategy that balances growth and security. Risk parity is a risk-averse investment approach that presents an attractive option for investors looking to achieve consistent, long-term returns while minimizing downside risk. This strategy aims to allocate risk equally across various asset classes, ensuring a well-diversified and stable portfolio. By embracing risk parity as a risk-averse approach, investors can lay the foundation for a prosperous financial future.
THE APPEAL OF RISK-PARITY
Minimizing downside risk: Protect investments from significant losses during market downturns by focusing on lower volatility assets, ensuring portfolio stability and capital preservation.
Consistent, long-term returns: Risk-averse strategies aim to provide steady returns over time, contributing to long-term wealth accumulation, as opposed to high-risk investments with greater potential for losses.
Diversification: Allocating funds across various asset classes, like stocks, bonds, and commodities, can help reduce overall portfolio risk and maintain resilience amidst market fluctuations.
Adaptability: Regular portfolio rebalancing ensures investments remain optimally allocated, adapting to market conditions and maintaining the desired risk-reward balance.
WHY CONSIDER THIS APPROACH?
Choosing a risk-averse investment strategy means prioritizing financial security and long-term wealth accumulation. Risk-parity strategies offer a measured approach to investing, focusing on consistency and stability in uncertain markets.
Invest in a risk-parity strategy to pursue your financial goals while reducing the likelihood of significant losses. Weigh the benefits of a risk-averse approach and determine if it aligns with your individual needs and objectives.
PASSIVE
A balanced portfolio with static allocations that consists of several asset classes, including stocks, bonds, commodities, and cash. The specific mix of these asset classes is designed to be highly diversified and to produce a consistent return over the long term.
ACTIVE
Aims to provide a balanced portfolio that can perform well in a variety of market environments. The portfolio's asset allocations are regularly adjusted based on the prevailing risk levels (Sortino & Sharpe Ratio) of each asset in the portfolio.