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.
Our Service Roadmap
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.
A range of accounts.
Looking for professional guidance to help
you reach your goals?
How Shenouda Managed Portfolios work:
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.