Managed Portfolios
Expert Investment Management Working for You
Our managed portfolios combine professional expertise with sophisticated technology to help you achieve your financial goals.
With our managed portfolio services, you'll get a diversified investment strategy tailored to your goals, risk tolerance, and time horizon—all managed by our team of investment professionals.
How Managed Portfolios Work
A simple process to get you started with professional investment management
1
Complete Your Profile
Answer questions about your goals, timeline, and comfort with risk
2
Review Recommendation
Get a personalized portfolio recommendation based on your profile
3
Fund Your Account
Open and fund your account with your preferred investment amount
4
Automatic Management
Our team monitors and manages your portfolio on your behalf
Our Managed Portfolio Options
Choose the approach that best suits your investment style and goals
Standard Plan
Minimum Investment
$100
- 1-days investment period
- 125% ROI
- Monthly payout schedule
- 25% daily advisory fee
Premium Plan
Minimum Investment
$1,000
- 4-days investment period
- 300% ROI
- Monthly payout schedule
- 50% daily advisory fee
Professional Plan
Minimum Investment
$5,000
- 7-days investment period
- 400% ROI
- Monthly payout schedule
- 57.14% daily advisory fee
Mercury
Minimum Investment
$10,000
- 10-days investment period
- 600% ROI
- Monthly payout schedule
- 60% daily advisory fee
Venus
Minimum Investment
$25,000
- 15-days investment period
- 1000% ROI
- Monthly payout schedule
- 66.67% daily advisory fee
Jupiter
Minimum Investment
$50,000
- 1-month investment period
- 1200% ROI
- Monthly payout schedule
- 280% weekly advisory fee
Silver Plan
Minimum Investment
$100,000
- 1-month investment period
- 2000% ROI
- Monthly payout schedule
- 466% weekly advisory fee
Dimond Plan
Minimum Investment
$250,000
- 2-months investment period
- 3500% ROI
- Monthly payout schedule
- 3500% monthly advisory fee
Platinum Plan
Minimum Investment
$500,000
- 3-months investment period
- 5000% ROI
- Monthly payout schedule
- 5000% monthly advisory fee
Historical Performance
Track record of our managed portfolio strategies
Performance Highlights
Conservative +5.2%
Moderate +8.7%
Growth +12.3%
Aggressive +15.9%
What Our Clients Say
"The managed portfolio service has completely changed how I invest. My returns have increased significantly while requiring less of my time."
Michael S.
Core Portfolio Client
"I've been using the Income Portfolio for three years now. The quarterly distributions have been consistent and higher than I expected."
Jennifer K.
Income Portfolio Client
"Having a dedicated advisor with the Premium Portfolio has been a game changer. They helped me navigate market volatility with confidence."
Robert T.
Premium Portfolio Client