FutureSafe delivers institutional-grade investment solutions to all investors.
What does this mean to you?
First, we provide access to the most sophisticated factor-based strategies that academic studies suggest are likely to out-perform the typical industry benchmarks such as the S&P500.
Additionally, in our managed service implementations (the “Optimal” package, which starts at a $250k minimum investment), these strategies are directly implemented through hundreds of stocks in your brokerage account. Because we do not use any wrappers such as ETFs or Mutual Funds for stock-based strategies, you hold a sophisticated, scientifically and broadly diversified portfolio of hundreds of stocks and avoid the multiple layers of fees you are probably paying right now.
Second, we offer a fully-automated goals-based risk control panel that allows you to set an upside target and a loss-limit that acts as a safety net for your account. Our engine then manages these dynamically for you, with the goal of maximizing the chances of hitting your upside target without ending up below where you have set your SafetyNet. We implement this transparently in your account by allocating a dynamically computed portion of your account to a portfolio of US Government Treasuries, immunized to minimize the effect of interest rate changes. We are unaware of any retail platform that permits that level of personalized risk control.
Third, our fees are fair and flat fee – you can choose between a flat monthly subscription fee starting at just $1 a month.. You will have full access to all our sophisticated Goal-Based Upside Targets and the ability to set a SafetyNet, designed to work even if interest rates go against you and bond prices start to fall. Additionally, accounts are FREE for account values under $10,000.