Products & Services for Investors

Smart tools and solutions for serious investors

Investing for your future is a journey. The best route for you will depend largely on where you are in life and where you want to go. That’s why we take a highly personalized approach, matching investment strategies with outcomes that fit your financial goals. Whether you need focused investment counselling, advanced financial planning or a concerted approach that involves collaborating with your other advisors, our mission remains the same: to move you towards the future you want.

Our Process

Needs Assessment
Needs Assessment

Our goal is to help you succeed. That means earning the privilege to guide you to your financial destination. We start by understanding your financial house, your values and beliefs. If quantitative investing make sense we equip you with vital knowledge about how it work and what to expect. This gives you a foundation for planning your future. We succeed when you form a clear vision of where you want to be and have a strong plan to get you there.

Investment Counselling
Investment Counselling

Your savings are important. That's why our investment approach is informed by academic research that is rigorously peer reviewed and accepted in the public domain. We use statistics to tilt the odds in your favour, and we keep you on the path towards your goals through education and coaching. Our clients are guided by leaders in behavioural finance: SmartBe Founder Art Johnson and Alpha Architect Founders Drs. Wes Gray and Jack Vogel.

Financial Plan
Financial Plan

You can’t reach your destination without a plan. We map your needs in three major time frames. The short-term plan (0-5 years) ensures you have cash flow. The long-term plan (15 years~) deals with retirement, estate and charitable giving. The medium-term will depend on your lifestyle: Planning early retirement? A second house? Sabbatical? We’ve also got you covered for succession planning, business and estates, wealth protection and other goals.

Relationship Management
Relationship Management

Think of us as a trusted guide doing the leg work to make your financial journey a success. Your goals and objectives will be codified through our process of financial planning and investment counselling, and we’ll continuously check in with you to re-evaluate as your situation changes. To keep everyone on the same page, we facilitate communication between your brokers, accountants and legal advisors.

Our Team

Our advisors and researchers come from industry and academia, carrying every designation from PhD to Chartered Financial Analyst and Chartered Professional Accountant. Decades of experience and a rich store of knowledge make us experts at explaining quant and finding unique solutions for individual investors. Our solutions are powered by proven strategies that give investors control, confidence and peace of mind in their financial journeys.

MEET THE Team

SBEA:NEO

SBEA is an active global equity exchange traded fund (ETF) built on three factors that have historically been associated with higher returns. These factors are Equity, Value and Momentum. Equity-based investing targets the equity of a company rather than bonds, real estate or other asset classes. Value companies are those that have low prices relative to their reported financial performance. Momentum companies are those whose stock price performance has done well in the recent past. On top of these, we add Trend Following, a risk management technique that advocates investing in equity markets when they are trending positive and moving to lower risk assets when the trend is negative. Results from the analysis of historical market data show that exposure to these factors can result possibly in higher returns with reduced risk.