Start with a solid foundation
We’ll build you a diversified portfolio of low-cost index funds that aims to maximize your returns while keeping you in your risk comfort zone. And our software maintains the appropriate investment mix over time.
We’ll build you a diversified portfolio of low-cost index funds that aims to maximize your returns while keeping you in your risk comfort zone. And our software maintains the appropriate investment mix over time.
By implementing strategies like Tax-Loss Harvesting, our software helps lower the taxes you pay, so you’ll have more money to invest.
Our Portfolios can help you invest for retirement, college, vacations, building long-term wealth, or creating a sustainable income stream.
Our annual advisory fee for managed accounts is 1.5% on assets less than $500,000 of funds under management and 1.0% on assets greater than $500,000 but less than $5,000,000 .and 0.75% on assets greater than $5,000,000. This fee is charged daily or monthly in arrears on total funds under management.
With Shenouda Capital Portfolios, you’ll get a portfolio of exchange-traded funds (ETFs) chosen by experts who use their professional insight to pare down more than 1,800 ETFs to the 53, across 20 asset classes, that will be considered for the portfolios. Experts monitor ETFs to ensure they remain appropriate for the portfolio’s strategy.
Our I-rebal technology monitors and automatically rebalances your investments to help keep you diversified and on track.
If an investment declines in value, our automatic tax-loss harvesting can help you offset the taxes on investment gains.
There are different account types to choose from, including brokerage, IRA, custodial, and trust accounts.
Complete a short questionnaire to establish your goals, risk tolerance, and timeline.
Get a diversified portfolio of ETFs chosen by experts.
Our I-rebal monitors your portfolio daily and automatically rebalances it as needed.