How can I chat with Richard? Richard is always available for a chat on your smartphone. Simply download and run the AgentRisk app and Richard will be there to say hi!.
How can I see my portfolio analysis and returns? You can check all your portfolio details anytime via our website or mobile app. Your portfolio’s performance and breakdown are updated daily and clearly presented to offer you a full overview in a glance.
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.
Can I choose which assets I want my portfolio to include? All our portfolios and strategies are meticulously designed and calculated so that you won’t have to brainstorm which assets to invest in. Our A.I. does all the hard work and does it well! Just take a look at our historical returns.
How often will my portfolio be updated? AgentRisk typically readjusts portfolios every month and whenever circumstances like elections, market volatility or changes in your financial profiles call for an update!