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.
Our Service Roadmap
Tell us a bit about yourself.
Where are you in your financial life and what are you investing for? Dream vacation? Down payment? Nice little retirement?
We’ll build you a portfolio.
Based on your answers, we’ll recommend an investing plan and use our technology to build you a personalized portfolio.
Then, we put our magic to work.
And we keep working. Once we get you set up, we’ll manage your portfolio with tax-smart technology.
Our mission
Reduce the taxes you pay
By implementing strategies like Tax-Loss Harvesting, our software helps lower the taxes you pay, so you’ll have more money to invest.
Set your goals and start reaching for them.
Our Portfolios can help you invest for retirement, college, vacations, building long-term wealth, or creating a sustainable income stream.
Fee Only Investment Management
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.
A diversified portfolio.
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.
Automatic rebalancing.
Our I-rebal technology monitors and automatically rebalances your investments to help keep you diversified and on track.
Tax efficiency.
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.