With a goal-based approach, we analyse your personal financial situation and risk selection. Firstly, using this information, our investment team and the algorithm will select the most suitable portfolio. Secondly, we also use historical and live data to track market conditions to determine when major economic cycle shifts will occur. Combining these factors, we then design portfolios with medium-to-long-term outlooks that withstand the short-term fluctuations of the markets to yield long-term wealth.
We detail our strategy here: ERAA.