One World.

Many Ways to Own It.

Hong Kong

How We Invest Across the World

We start with a single global index—and break it apart piece by piece to build personalized, precision-driven portfolios based on your goals, risk tolerance, and tax profile. Every layer unlocks deeper control and broader opportunity.

  • Unlike pooled funds, your portfolio is 100% yours. You hold the actual stocks and ETFs, with every trade tailored to your risk tolerance, tax situation, and financial goals. It’s personal, transparent, and built for long-term growth.

  • Developed in-house, our algorithm dynamically monitors markets around the clock, identifying opportunities, capturing inefficiencies, and executing trades with high precision. Every client benefits from the same elite-level technology—scaled to their account.

  • With direct exposure to ETFs and individual equities across over 40 countries, we give you access to the top 85% of the world’s market capitalization. Whether it's the U.S., Europe, or emerging Asia—we find opportunity where others don’t even look.

  • From entry-level diversification to globally granular portfolios, our system scales with your wealth. Each tier unlocks more precision, more control, and more opportunity.

MSCI All Country World Index

Tier 1: World Starter

A fully diversified global portfolio in one powerful move.

This portfolio uses the MSCI ACWI Index ETF to deliver global diversification through a single, efficient investment. It’s ideal for clients just starting their investment journey but still looking for access to both developed and emerging markets. Each trade is made by me—tailored to your personal risk profile, tax considerations, and goals.

Countries Represented via MSCI ACWI ETF:

Americas

Europe

Africa

Middle East

Pacific

Asia

  • Get exposure to over 2,800 companies across 23 developed and 24 emerging markets—all through one fund.

  • Even though it’s one fund, we actively manage your position—buying and selling based on your risk profile, tax strategy, and timing needs.

  • Start with a lower investment minimum while still gaining meaningful global exposure. This portfolio is ideal for clients with less than $30,000.

  • Although it’s a single ETF, it’s not passive. We monitor and adjust the position based on market inefficiencies, macro developments, and your evolving financial profile.

  • Every trade is run through our precision-first strategy—helping optimize performance, reduce drag, and make smarter long-term decisions.

Tier 2: Country Navigator

Break beyond the index—own the world one country at a time.

This portfolio moves beyond the single ACWI fund by allocating directly into 43 individual country ETFs, including 22 of 23 developed markets and 21 of 24 emerging markets. Clients gain precision exposure to each country, allowing for targeted asset allocation, improved risk control, and active global management. It’s an ideal fit for clients ready to go deeper into the global landscape without crossing into individual equities.

Countries Represented via ETFs:

Developed

Emerging

  • Instead of holding one blended global fund, we split your capital into 43 targeted ETFs—providing direct country-level exposure.

  • Country-level allocation gives greater flexibility to adjust based on market volatility, economic cycles, and your tax situation.

  • You’ll still own the world—but now with a scalpel, not a sledgehammer. This allows for more dynamic shifts in under- or overperforming regions.

  • Our proprietary algorithm constantly analyzes each market for inefficiencies and opportunities, rotating capital between countries as needed.

  • Exclude countries or regions you don’t want exposure to. Ethical investing overlays are easily implemented with this structure.

Tier 3: U.S. Deep Dive

Own the world. But own the U.S. best.

This portfolio begins to peel back the layers of the MSCI World Index by separating and individually trading U.S. companies, while continuing to allocate globally through the 42 country ETFs used in the Country Navigator Portfolio. The U.S. makes up more than 60% of global market cap, and this portfolio gives clients the power to own the best-performing market on Earth with greater precision, control, and transparency.

Best for clients with $1M+ to invest and a desire to blend macro-level global strategy with micro-level U.S. equity selection.

Countries Represented via ETFs:

Notable U.S. Companies Traded Individually:

  • Gain full transparency and control over your U.S. holdings by owning the top stocks from the S&P 500, Nasdaq, and beyond—tailored to your risk profile.

  • Our proprietary trading algorithm scans U.S. markets daily, dynamically rebalancing based on macroeconomic conditions, earnings revisions, and momentum.

  • The rest of the world remains intact—you're still holding 42 global markets through country ETFs, just like the Country Navigator Portfolio.

  • Since individual stock trades generate different tax events than ETFs, this strategy actively manages for tax efficiency based on your goals.

  • Whether you want to lean into the U.S. or lean away from it, this portfolio allows custom tilts based on conviction, preferences, or performance trends.

Tier 4: Fractional Frontier

Precision investing across 13 developed markets—one company at a time.

This portfolio goes a level deeper by individually trading the top equities from every fractionally tradable developed market. No longer just owning ETFs—you now hold direct shares of top companies across North America, Western Europe, and parts of Asia. These 13 markets represent the most liquid and advanced economies, and this portfolio unlocks their full potential.

Ideal for clients with $10M+ who want deeper transparency, greater tax efficiency, and the ability to emphasize or de-emphasize specific markets with surgical precision.

Countries Represented via Individual Equities:

Countries Still Held via ETFs:

Notable Companies Being Traded Individually:

  • Gain direct exposure to the top 85% of market cap in:
    United States, United Kingdom, Canada, France, Germany, Switzerland, Netherlands, Sweden, Denmark, Italy, Spain, Belgium, and Austria.

  • For countries without fractional trading capabilities, ETFs remain in use to ensure full global exposure without compromising efficiency.

  • Each company is selected and traded using a proprietary algorithm that optimizes for risk, return, and client-specific tax strategies—globally.

  • This strategy captures exposure across sectors, styles, and geographies—while giving you real shares of real companies across the developed world.

  • Adjust regional or sector allocations based on preference, conviction, or performance—all without owning a single fund.

Tier 5: Whole Share Expansion

Full equity ownership across the developed world—fractional and whole-share markets combined.

This portfolio expands the investment universe by incorporating individual equities from the remaining developed markets that do not support fractional trading. You now gain full company-level access to 22 developed countries, representing the most advanced global economies.

Ideal for clients with $20M+ seeking complete developed market transparency, tax-optimized flexibility, and hands-on exposure to every major economy.

Countries Represented via Individual Equities:

Fractional

Whole Shares

Countries Still Held via ETFs:

Notable Companies Being Traded Individually:

  • Included fractional equity trading in 13 markets, and whole-share equity trading in the following 9 markets:

    • Japan

    • Australia

    • Hong Kong

    • Singapore

    • Israel

    • Norway

    • Ireland

    • Portugal

    • New Zealand

  • This portfolio removes all ETFs from the developed market sleeve, offering pure stock-level exposure across the board.

  • Because these counties only trade in whole shares, higher account balances are necessary for full allocation flexibility.

  • Our strategy ensures that even across non-fractional markets, clients receive optimized exposure based on their risk preferences, tax considerations, and investment objectives.

  • With this step, clients unlock full transparency and control across the entire developed world, setting the foundation for emerging market equity trading in the next portfolio tier.

Tier 6: Global Equity Strategy

Full equity access across developed and emerging markets—our most comprehensive and customized portfolio.

This top-tier portfolio unlocks direct stock ownership in nearly every investable economy in the world. With exposure to both developed and emerging markets through individually traded companies, this strategy is designed for clients seeking ultra-granular control, global alpha generation, and optimized tax management.

Ideal for portfolios of $30M+, this is the most advanced, globally diversified separately managed account we offer.

Countries Represented via Individual Equities:

Countries Still Held via ETFs:

Developed

Emerging

Notable Companies Being Traded Individually:

  • Includes individual equities from:

    • 22 developed markets (fractional and whole-share).

    • 12 emerging markets with equity access.

    You gain access to the top 85% of the world’s market capitalization, fully represented at the company level.

  • While most countries are traded via individual stocks, certain emerging markets are still represented via MSCI country ETFs due to access limitations or liquidity constraints.

  • Every trade is executed through our proprietary algorithm, factoring in:

    • Country-level macro data

    • Client-specific risk profiles

    • Real-time tax optimization

  • No two clients look the same in this strategy. Every portfolio is dynamically constructed and rebalnced based on your risk tolerance, goals, and real-time market conditions.

  • You see what you own, and you own what you can see—with full visibility into the companies, countries, and sectors in your portfolio.

Let’s Build Your Portfolio Together.

We handle every aspect of your investment strategy. Let’s discuss your financial goals and how we can help you achieve them.