Our Methodology

In the era of AI and algorithmic trading, betting on the "fastest horse" early on while expecting outsized returns is more or less a gambler's game. However, this does not mean there are no tools that can help grow your wealth in the US markets. By leveraging multiple databases updated daily, our systems and our team's hands-on research help identify the healthiest ETFs, CEFs, and similar products that could be potential candidates for our clients' portfolios.

These products are usually managed by funds that have long-lasting records, executing strategies that are either too complicated or simply inaccessible to the average investor. These fund managers have over a decade of experience navigating both bull and bear markets, ensuring robust strategy execution. These funds tend to perform better in downturn markets and offer the most customization through a wide range of choices to meet individual client needs.

We measure 5-year performances, liquidity, expense ratios, portfolio turnover ratios, and yields, as well as diversification or concentration, depending on the client's risk profile. Understanding why we look at portfolio turnover ratios can help clients appreciate how we manage costs and maintain performance in their investments. We compare these metrics against relevant benchmarks like the S&P 500 for growth-focused portfolios, ensuring our selections outperform in both growth and stability.

Our risk management includes daily monitoring of portfolios, analyzing macro-events, and diversifying across funds from multiple issuers to minimize the impact of individual points of (unlikely) failure. For example, a client-focused on growth might see their portfolio diversified across tech, healthcare, and renewable energy ETFs, while also including CEFs for yield.

Clients are offered portfolios based on their individual needs, whether it's for income, capital preservation, or growth.

Our firm specializes in the US markets, which offer products to the entire spectrum of investors, incomparable to the rest of the world. Despite our specialty in the US markets, we acknowledge the limitations that come with one country's economic cycles. Given this, we offer our clients the choice to diversify into other locations.

Products that non-US residents are hard to access, or when they are, the access comes with increased risks. European law, for instance, does not offer insurance above €22,000 in invested securities should your broker fail, and European banks provide no more than €100,000 of uninvested cash in case of bank failures.

Your cash and securities are fully backed and insured by FDIC ($250,000) and SIPC ($500,000 worth of invested securities) since our partners are some of the greatest US banks and brokers. This level of insurance is not available to European investors, providing an additional layer of security.