FutureSafe is an intelligent investment platform that shapes your investment outcomes based on objectives that you control. Discover the science behind our technology.
At the core of FutureSafe is a technology that’s fundamentally new. We call it Outcome Shaping. Outcome Shaping adjusts your trading strategy based on three objectives that you control:
How does FutureSafe help you reach your upside target without falling below your safety net? We do it, in part, with Intelligent Risk Management, which utilizes adaptive risk controls.
As your portfolio changes in value as you approach your time horizon, your risk controls adaptively maximize the chances of reaching your upside target without falling below your floor.
Direct Indexing means that you directly hold every stock in an index or strategy in exactly the market weight you’d like.
FutureSafe provides you with several strategies to guide your investments. In addition, you can customize your portfolio within a given strategy.
Need help choosing the right strategy? We’ll put you into a fitting strategy depending on the type of account (i.e. taxable or not) or can work with you to choose the option that works best for your particular needs.
Factor investing is considered by many, and in particular large pension funds, to be at the forefront of investing strategies. Factor investing is now accessible to everyone including the smallest of investors.
Direct Indexing gives the investor a choice around what stocks to hold and what to sell. This flexibility permits the investor to utilize well known tax- management practices. An estimated 1.5 and 2% in additional after-tax returns can accrue for a typical US-based taxable investor.