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Smart Investment Plans to reach Your Life Goals

Simple, Low-cost & Hassle-free Investing

WHY WEINVEST

Advice Based on Your Personal Life Goals

We understand that your risk threshold is not the same for all your goals. We match your time horizon to your asset allocation so you take optimum risk to achieve your goals.

Financial Expertise and High-Tech at a Low Cost

Fees and other costs can eat away at your investments. You shouldn’t have to spend money to reach your goals. Our fees ranging from 0.4-1.0% is as low as it gets so that our expertise and technology can be used by all.

Simple, Transparent, and Holistic View - 24/7

Transparency around fees, methodologies, and access is paramount to making a sound investment decision. We are a straight 5 on the Robo-Advisor Transparency Index.

How it works

OUR PERFORMANCE & METHODOLOGY

Our Quantitative research comprising of Industry quants & asset allocation specialists have built portfolios based on

1. Forward-looking capital market assumptions, using Data from Global research heavyweights.

2. Globally Diversified portfolios consisting of liquid ETFs with min 1bn market capitalisation.

3. Quality-Value-Momentum methodology used for quantitative screening & build out of thematic baskets.

Our portfolios have been designed to perform keeping your risk tolerance & appetite in perspective.

1. Our long-term Investment strategies have yield 3-9% p.a in track with globally weighted indices, over 10 years Short-term thematic  baskets have yielded 7-15% p.a beating most sector indices.

2. As with any investment, past performance of the strategies does not guarantee future performance.

OUR PERFORMANCE & METHODOLOGY

Our Quantitative research comprising of Industry quants & asset allocation specialists have built portfolios based on

  1. 1. Forward-looking capital market assumptions, using Data from Global research heavyweights.
  2. 2. Globally Diversified portfolios consisting of liquid ETFs with min 1bn market capitalisation.
  3. 3. Quality-Value-Momentum methodology used for quantitative screening & build out of thematic baskets.

Our portfolios have been designed to perform keeping your risk tolerance & appetite in perspective.

  1. 1. Our long-term Investment strategies have yield 3-9% p.a in track with globally weighted indices, over 10 years
  2. Short-term thematic baskets have yielded 7-15% p.a beating most sector indices.
  3. 2. As with any investment, past performance of the strategies does not guarantee future performance.

Compare Annual fee on a S$100,000 investment

$500 Advisory Fee
  • Simple, transparent fee
  • Low brokerage costs of 0.1 to 0.3% of AUM
  • Advisory fee as low as 0.2% of AUM
  • Low cost ETFs based portfolios
  • Total fee of 0.5% p.a

TRADITIONAL ADVISOR

$4,000 Advisory Fee + Hidden Fee
  • Opaque fee structure
  • High fund expense costs of up to 2% of AUM
  • Sales or Advisory fee up to 2% of AUM
  • High cost mutual funds used to build portfolio
  • Total fee of up to 4%

SAFE ASSETS

Your cash & investments are safely held with Pershing, a Bank of New York Mellon Subsidiary, the World’s largest custodian & GSIFI institution.

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SEGREGATED PORTFOLIO

Each of your goal-based portfolio accounts is segregated at Pershing, and not mingled with accounts and assets of other clients.

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SAFE DATA

Your personal data & financial data is protected with the best security standards & practises, compliant with MAS regulations.

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