Portfolio Details
Strategy
Our Proven Investment Strategy
In today’s world, nearly everything has become easier. It’s time investing followed suit.
We believe investing should be simpler, smarter, and low-cost. Because when it is, we can go about our lives knowing that our financial future is safe and secure.
Invest Your Way
Personalize Your Portfolio
Conventional
Conventional portfolios are made up of Globally diversified Vanguard and Blackrock ETFs that cover all industries, sizes and geographies.
Crypto
Crypto portfolios follow our conventional or socially responsible investing strategies including an additional allocation to Bitcoin of 5%.
Halal
Halal portfolios are made up of Sukuk, Gold ETC, and ETFs that follow Islamic laws and principles of investing, such as not profiting from alcohol, gambling, and others.
Socially Responsible Investing
SRI portfolios consist of ETFs that invest in companies that meet SRI criteria such as environmentally sustainable practices, fair labor standards, and others.
Global Diversification, Optimal Returns
Minimize Risk
Diversifying your investments means you can minimize risk while maximizing rewards. We invest your money across the entire stock market using Exchange Traded Funds (ETFs).
Risk Level
We’ll help you choose a risk level you’re comfortable with, then build a custom portfolio based on your financial goals.
Includes holdings in…
- Large and medium-sized companies across major developed and emerging countries
- Fast-growing small companies in the US, Europe, Japan, and emerging markets
- Government and corporate bonds globally that provide steady income, low historical volatility and low correlation with stocks
And exposure to…
- Stock markets across 40+ countries covering 90% of the world’s market
- Best in class ETFs (Exchange Traded Funds) from top fund managers, Vanguard and BlackRock
- Up to approximately 10,000 individual underlying securities
Explore
Our Asset Classes
VTI | US Stocks
US Stocks represent an ownership share in US-based corporations. The US has the largest economy in the world. Even though significant historical drawdowns, such as the crisis of 2008, demonstrate the possible risk of investing in equities, the US economy is still one of the most resilient and active in the world.
IEFA | Foreign Developed Markets
Foreign Developed Market Stocks represent an ownership share in companies headquartered in developed economies like Europe, Australia and Japan. Foreign Developed Markets represent a significant part of the world economy.
VNQ | Real Estate
Real Estate is accessed through publicly traded US real estate investment trusts (REITs) that own commercial properties, apartment complexes and retail space.
VWO | Emerging Markets
Emerging Market Equities represent an ownership share in foreign companies in developing economies such as Brazil, China, India, South Africa and Taiwan. Compared with developed countries, developing countries have younger demographics, expanding middle classes and faster economic growth. We expect them to deliver higher returns than US Stocks and Foreign Developed Markets Stocks for the long term.
BND | US Bonds
Exposure to over 8,000 US government and corporate investment grade bonds to track the US bond market returns.
BNDX | Global Bonds
Exposure to over 6,000 government and corporate investment grade global bonds (e.g., Japan, France, Germany) to track the global bond market excluding the US.
Services
What Our Service Is Like
Diversified
Global, multi-asset portfolios crafted by our experienced team.
Optimal Risk
Exposure across International stocks, bonds and real estate.
Low Cost
Aetixa’s advisory fee starts at 0.85% and lowers to 0.5% for balances of $100K+
Built From Experience
Every Aetixa portfolio has been structured with ETFs from well known investment management companies.
Help When You Need It
Our support team has advisors ready to help you navigate investing.
Automated
Easy rebalancing and dividend reinvestment.