AgentRisk

Asset Insurance

Assets invested with AgentRisk through our custodian, Interactive Brokers, are covered by SIPC insurance. When a brokerage firm is closed due to bankruptcy or other financial difficulties and client assets are missing, the Securities Investor Protection Corporation (“SIPC”) steps in as quickly as possible and works to return clients’ cash, stock and other securities. SIPC provides up to $500,000 of protection on securities held per legal entity and up to $250,000 in cash in excess of what is not recovered per legal entity. Click here for more information about SIPC.

SEC-Regulated

AgentRisk is regulated by the U.S. Securities and Exchange Commission and abides by all applicable laws and regulations.

Trusted Third-Party Custodian

When you invest with AgentRisk, your assets are held by Interactive Brokers, one of the most trusted and established brokerage firms in the world, rated Top Online Broker for the seventh consecutive year by Barron’s 2017.

Complete Control of Your Account

Control of your account is and will always remain in your own hands, even if AgentRisk is acquired, goes public or ceases doing business. If AgentRisk is acquired or goes public, your brokerage account would remain in your own name and you would be free to add or withdraw money at any time.

In the unlikely event AgentRisk were to cease doing business, your account would be held by our brokerage partner until you have transferred your account to a new broker or have chosen to liquidate your account to receive a check. During this period your account would not be managed by our brokerage partner.

No Rehypothecation

When you invest with AgentRisk, your assets are held safely in a cash account. A cash account assures you that your assets are fully paid for and may not be rehypothecated (loaned out to other clients). This is in contrast to opening a margin account where you agree to loan out the securities you hold in the account as collateral to other broker/dealers and risk facing the problems that can arise for margin account clients when their stock leaves the broker/dealers custody.

Privacy Protection

AgentRisk’s number one priority is your trust and safety. Protecting your privacy is essential to us and that is why we will never rent, sell or trade your personal information to anyone. Ever. Click here to read our Privacy Policy.

Strict password requirements

We know how tempting choosing a simple password is, so to keep you safe from temptation and fraud, your account password must meet a number of conditions before our system accepts it. Whatsmore, we will regularly remind you when it’s time to update your password, just as a safety precaution.

Safe browsing

AgentRisk uses the most advanced browser encryption available, so any personal data you enter online is readable only by us.

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.