|Active Management||Active Management using Machine Learning||Passive Investment|
|Risk Management||Dynamic Risk Management using behavioral Analytics using A.I (patent pending)||Risk profile done only once (during signup)|
|Portfolios||Income, growth and capital preservation portfolios||Only growth portfolios|
|Assets protection||Protect assets on your command by talking to Richard (AgentRisk's A.I)||No short-time protection from market drops|
|Strategies||Machine learning driven strategies to increase income and returns||No option strategies to increase returns|
|Dashboard and mobile app||Online dashboards and Mobile app with chatbot||Passive dashboards and mobile app|
|Active Management||Active Management using Machine Learning||No active management (unless fees 2%+)|
|Risk Management||Dynamic Risk Management using behavioural Analytics using A.I (patent pending)||Risk management using 5-10 questions done once every six months|
|Portfolios||Income, growth and capital preservation portfolios||Income and growth portfolios|
|Assets Protection||Protect assets on your command using option strategies||No protection of assets using option strategies|
|Strategies||Machine learning driven strategies to increase income and returns||No strategies|
|Liquidation||Liquidate-next-day||Liquidation can take up to a week|
|Funds||Using ETFs (lower fees)||Using Mutual Funds|
|Fees||0.6% yearly flat fees for AUM||1.2% average fee|
What types of accounts does AgentRisk currently support? Agentrisk currently supports taxable investment accounts including individual, joint, trust accounts and IRA that feature a portfolio value greater than AgentRisk's minimum amount requirement.
Can I transfer a portion of an existing brokerage account to AgentRisk? Yes. Through a fully electronic process you can transfer all or part of your account from most brokerage firms. AgentRisk will recommend a transfer plan for each of the securities in your account and generate a list of assets to be transferred.
Can I take a look at a sample portfolio before committing? Your portfolio contents will depend on your financial profile and the strategy that will be applied to your account. However, you can get a better idea of what your portfolio will look like by clicking here to learn more about our portfolios.
Which custodian does AgentRisk work with? AgentRisk chose Interactive Brokers (IB) as its brokerage partner and custodian. Interactive Brokers is one of the most trusted and established brokerage firms in the world, rated Top Online Broker for the Sixth Consecutive Year by Barron's 2016.
What is the minimum amount required to invest with AgentRisk? Our account minimum is $50,000, which entitles you to an actively managed, diversified portfolio of low cost index funds enhanced with our proprietary option overlay and tax-loss harvesting strategies.
What happens if my financial circumstances change? Our portfolios and strategies are dynamic. Simply update your profile and your portfolio will automatically be adapted to your new needs.