We empower you as a financial advisor so that you can focus on your clients.
Who we are
1
We are a Registered Investment Advisor regulated in the US by the SEC
2
We only invest in highly liquid funds that trade in the top US exchanges: New York Stock Exchanges, Nasdaq.
3
We work with the top fund managers such as Blackrock, State Street, and Fidelity
4
All the accounts we manage are in an SEC regulated US broker, and protected up to $250k by the SIPC
What we do
Diversification
We believe that the most important way to invest for your clients is through highly diversified portfolios in very liquid ETFs.
Monitoring
We continuously evaluate all portfolios independently and look to rebalance them when necessary in order to keep them on track, letting you focus on your most important asset: Your clients.
Artificial intelligence
We implement state-of-the-art portfolio construction models developed by MIT and Stanford mathematicians that look to generate best-in-class risk- return for your clients' portfolios.
Technology
Our technology allows you to keep track of each your client´s portfolios, making it easy and simple to create an account from anywhere in the world, wire funds, and follow their performance.
Contact Us
We would Be Happy To Assist You
Call Us or Write Us
We are highly selective of the advisors we work with. Please tell us about your business and we will be happy to come back to you.
- Email: info@risk-mi.com
- Whatsapp: +1 (650) 485-0277