Capital Shield

Keep your money safe and accessible.

Risk Profile: Conservative

Risk Profile: Conservative

Goal: Preserve capital

Goal: Preserve capital

Popular

Popular

Overview

A low-risk strategy designed to preserve your capital. Perfect if you're looking to protect what you have, avoid volatility, and keep funds available when you need them.

Portfolio:
Investing in treasury bills, short-term government bonds, and money market funds to protect principal and maintain liquidity.

  • Time Horizon: Short-term

  • Risk Level: Low

  • Best For: Conservative investors, retirees, or short-term savers

Highlights

Low volatility, high credit quality

4% annualized return (1Y)

Drawdown <10%

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What's Included

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