Low-cost investing, no matter how you invest.
For 50 years, our mission has been to drive down costs for investors while delivering exceptional service and value. Let us show you how we can help.
Professional wealth management on your terms
Full-service wealth management at a low cost with Our Wealth Advisory™.
- Annual fees start at 0.80% for a $500,000 minimum.
- Fees are lower with higher asset levels.
- You get a personalized approach from a dedicated advisor.
Investment Plans(Profit & Loss)
Our investment strategies are designed to match your financial goals. Higher investments over longer periods yield superior returns through our proven methodologies.
Microsoft Corporation
Institutional Investment Strategies
Leverage Microsoft's market performance through our sophisticated investment algorithms designed for both retail and institutional clients seeking consistent returns.
BASIC PLAN
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STANDARD PLAN
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MASTER PLAN
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PREMIUM PLAN
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ULTIMATE PLAN
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COOPERATE PLAN
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Enterprise-Grade Security & Compliance
Our institutional investment platform operates with bank-level security, real-time market integration, and comprehensive regulatory compliance. Every portfolio is continuously monitored with automated risk management and performance optimization algorithms.