AgentRisk
AgentRisk Wealth Managers
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?

1

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.

2

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.

3

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.