Modern solutions
We believe in safely and effectively preparing for our clients futures and managing today's assets responsibly. Our products and services help you bring your goals into focus.
Market & Target Specific ETF's
We’re good at what we do, so our investors don’t have to be experts when it comes to securities and speculation. Our ETF’s offer conservative, moderate, and high-risk tolerance levels for portfolios. You can begin investing in one, or all three, of our Umbrella Portfolio ETF’s for as little as $100.00.
Umbrella Flagship ETF ™ is a conservative choice consisting primarily of US critical infrastructure, consumer goods, and technologies companies. This ETF offers both stability and growth in proven dividend earning securities.
Umbrella Spearhead ETF ™ provides a moderate and more evenly blended mix of aggressive and conservative securities across energy, consumer, and technology segments. This ETF serves investors with a higher tolerance and understanding of risk vs growth metrics and may offer higher short term gains.
Umbrella Options ETF ™ takes advantage of more speculative investment products. Investors interested in this portfolio should be comfortable with extreme market fund price fluctuation and willing to lose most if not all of any investment in this portfolio due to the inherent nature of volatility in this fund and the futures markets.
Global Exchange Index Fund
Entire market strategies can be complex and difficult to keep up with. And yes, we have solutions for that too. Now you can easily diversify with our Global Exchange Index Fund ™ at a manageable entry point of only $595.00
*share prices fluctuate over time. The entry price advertised is fractional and does not constitute a full share of any individual security. All offerings constitute a minimum deposit and/or initial investment required to participate.
Financial Asset Management
Individuals may open an administered account with as little as $10,000.00. This is a service that has traditionally been reserved for and is highly beneficial to high-net-worth individuals and businesses with managed liquidity exceeding 1 million. We believe that the same opportunity for money management should be made available to everyone that wants to have a portfolio fully maintained for them regardless of income.
*Administration and other fees may apply and shall not exceed 2.5% of account value annually.