No, we are a discretionary investment manager which means that we build and manage your portfolio for you.
When you first create your account, our sophisticated algorithms will suggest a portfolio based on your financial situation, risk tolerance, financial experience and age.
We will periodically ask you to provide us updates on your financial situation, risk tolerance and financial experience – if there have been any significant changes, we will determine a new optimal portfolio for you. And of course, you can retake our risk questionnaire at any time.