Investor centre is an accessible guide to designing and maintaining intelligent investment portfolios that can deal with the trade-offs and uncertainties that come with investing in real life. The process begins by identifying an individual’s financial goals and assessing their risk tolerance, then it moves through a step-by-step method for constructing a multi-asset portfolio, including investment in collective funds like ETFs as well as direct investment in equities. The process demonstrates the benefits of optimization, diversification, flexibility and periodic rebalancing. It also explores how 21st century challenges and new market realities can be factored into the framework of Modern Portfolio Theory, while acknowledging that forecasting future returns is a tricky and perhaps impossible endeavor.

Smart Portfolio Building for Every Investor

A project portfolio is only as strong as its weakest link. That’s why it’s important to keep yours healthy, with regular health checks that help you identify and correct issues before they can become problematic. Whether it’s a project that hasn’t delivered in months, or a shiny new initiative that looks great on a pitch deck but is dragging down the rest of your portfolio, you can’t afford to let these blind spots linger.

Start with a risk tolerance questionnaire and apply for an account online. Once approved, fund with as little as $500. Your advisor will create a custom portfolio of exchange-traded funds (ETFs) that are designed around your goals, needs and risk level.