Stocks & Portfolios
Research-driven sleeves with disciplined risk controls, transparent fees and quarterly reporting.
How we invest
Core ETFs for market beta, plus thematic & satellite sleeves for selective alpha. Position sizing, risk budgets and periodic rebalancing keep compounding intact.
Core
Global diversified ETFs (US, Developed ex-US, EM), bonds and gold hedges. Low-cost, tax-efficient exposure.
- Broad market beta
- Liquidity first
- Low cost
Thematic
Concentrated sleeves in quality, profitability, energy, infra, and tech moats — sized via risk budget.
- Research-driven
- Clear sizing rules
- Review quarterly
Risk Controls
Volatility bands, stop frameworks and max drawdown guards to avoid outsized tail risk.
- Position limits
- Rebal windows
- Drawdown rules
Live Markets
Indices, commodities, FX and crypto — quick tape + overview + focused charts.
Fees & Reporting
Simple, transparent and aligned with outcomes.
Management
0.85% p.a. on AUM (tiered for larger tickets). No entry/exit or performance fees.
Custody
Assets held with regulated brokers/custodians. You retain ownership and platform access.
Reporting
Quarterly statements, risk metrics and trade logs. On-request audit trail available.
Onboarding Process
From discovery to reporting in four clear steps.
- Discovery: goals, constraints, horizon & risk tolerance.
- Account Setup: KYC/AML, broker/custody, funding rails.
- Deployment: core allocation + sleeves, staged execution.
- Monitoring: rebalancing, risk bands, quarterly reports.