Splited Investment

This package is designed for investors seeking growth potential with a focus on mitigating risk

Why Choose This Package?

Multi-Account Diversification: Your investment is divided across multiple accounts held by different brokers. This diversification helps spread risk across custodians and investment platforms.

Balanced Asset Allocation: The portfolio is allocated across various asset classes (stocks, bonds, real estate) with a focus on achieving targeted growth while managing risk exposure.

Dual Broker Management: Two experienced brokers, each with distinct investment styles and strengths, collaboratively manage your portfolio. This approach leverages diverse perspectives and potentially reduces the impact of any single manager’s decision.

Reduced Risk: Diversification across accounts, brokers, and asset classes helps mitigate potential losses.

Complementary Expertise: Two experienced brokers collaborate, offering a broader range of investment insights and strategies.

Transparent Communication: Regular updates from both brokers ensure you’re informed about portfolio performance and investment decisions.

Active management fees: Since this package involves two brokers, there will likely be higher fees compared to a single-manager option.

Investment performance may vary: The performance of each broker’s portion of the portfolio may differ due to their individual styles.