Automated strategies
Strategies built for every type of investor.

Choose from a wide variety of strategies based on your goals and preferences. Diversify your portfolio with exposure to different investment styles and limit volatility by selecting the level of risk you are comfortable with.

Each one of our strategies is unique in how it responds to market conditions. Some of our strategies are more bullish while others are more reserved. 
Moderate Strategies
Measured and well-balanced.
Conservative Strategies
Cautious and prudent.
Aggressive Strategies
Bullish and daring.
Sophisticated Strategies
Strategies for advanced objectives.

Upgrade your portfolio with AI.

Automated ​Cash Deployment
Automated Market Exposure Management
Automated Asset Allocation
Automated Tax-Loss Harvesting

 
Moderate Strategies

Blended investment style

Best for retirement accounts


Diversified sector exposure

Sigma

Σ

Blended investment style

Tax-optimized

Diversified market exposure

Zeta

ζ

Value investment style

Tax-optimized

Diversified market exposure

Nu

Ν

Growth investment style

Tax-optimized

Diversified market exposure

Gamma

Γ

Upgrade your portfolio with AI.