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Summary

Summary

This innovative concept is the answer for knowledgeable or not investors looking to:

  • Minimize management fees;
  • Add indexing to their portfolio;
  • Save time by letting CTI automatically rebalance their portfolio by its quantitative models
  • Benefit from the expertise of the professionals who developed the portfolios;
  • Invest in markets over the long term.
Features

Features

Simple yet effective

a) Fees:  Minimize management feeswith us.

b) Minimal Investment: Start investing with $25,000.

c) Holdings: Maximum 6 holdings for easier tracking purposes.

d) Rebalancing: Your portfolio is rebalanced automatically.

e) Total return: Long term investing coupled with proven superior performance target.

Our Process

Our Process

Only three steps to get started!
No excuses to delay!

Step 1:  Tell us about yourself and we will determine your profile.

Step 2:  We will match you with one of our 2 model based ePortfolios.

Step 3: We will then actively manage your ePortfolio for you and update you on your performance