Customized Portfolios

Our Portfolios use the most recent technologies.  They follow investments in a simple and user friendly interface. The portfolio interface enables the customer to modify the layout indefinitively based on its own specific needs and style sheets.

Our Portfolios can track stocks, mutual funds, ETFs and cash positions, in up to 5 different folders.

Asset Allocator

Asset allocation goes beyond cash, bonds, mutual funds, exchange traded funds and stocks holdings. Our Asset Allocator breaks down the investor's positions to their true holdings.

For example an investor with an exposure of 45% in stocks, 35% in mutual funds, 10% in bonds and 10% in cash, might have an exposure much greater in stocks than he would think because his mutual funds are highly concentrated in stocks.

Asset Allocator for discount brokerage firms rebalances the investors’ portfolios to match the brokerage firm's investment strategy by proposing to unload certain investments in favor of specific ETFs.

Asset Allocator for full service brokerage firms rebalances the investors’ portfolios based on the brokerage firm's recommendations on particular stocks.