Portfolio Management
Let us manage your investments: start to finish. We build and manage a personalized portfolio aligned with your goals, risk profile, and timeline.
Service details
After onboarding, we’ll open or link your account to a regulated U.S. broker. You get full access to U.S. markets, real-time tracking, and expert oversight — without having to manage it all yourself.
Service
Portfolio Management
Price
from $250/month
Focus
Done for you
About the portfolio management service
This is a done-for-you investment solution designed for people who want expert guidance and professional execution.
We take care of:
Portfolio construction and asset selection
Risk management and diversification
Rebalancing and strategy updates
Account setup and reporting
Optional tax-aware strategies (when applicable)
Whether you’re starting with $25K or scaling beyond six figures, we’ll help you invest like a pro — without needing to be one.
You can check your portfolio in real time, ask questions anytime, and trust that your strategy is being executed with care and discipline.
