How we compare
Our differences with Wealth Managers
We don't try to sell you insurance, a mortgage, or use our own ETFs or mutual funds. We don't get any kickback fees and we actually use AgentRisk to manage our own money.
Read more about how our CEO uses AgentRisk
|Active Management||Active Management using Machine Learning||No active management (unless fees 2%+)|
|Strategies||Machine learning powered strategies for better returns||No strategies|
|Liquidation||1-day liquidation, no questions asked||Liquidation can take up to a week|
|Funds||Using ETFs with the lowest fees||Often using mutual funds with high fees|
|Fees||1.0% yearly flat fees for AUM||1.2% average fee|
How it works
I’m sold. How do I invest?
We get to know you
We ask you a couple of questions so that we can generate a fully diversified portfolio, tailored to your unique goals and risk tolerance.
You fund your account
Once we have opened your account, we invite you to wire funds, so that we can deploy your investment strategy and put your money to work.
The Machine does its magic
We put your money to work automatically: the Machine finds opportunities to generate Algorithic Dividends, shields you from market swings, and rebalances your portfolio as situations change.