Secure Wealth Management is a specialist provider of low-cost, globally diversified, actively managed portfolios consisting entirely of ETFs (Exchange Traded Funds). We aim to be a premier provider in this space globally.
Secure Wealth Management is at the forefront of adviser- and client-friendly managed ETF portfolio solutions.
We offer a selection of highly liquid, globally diversified, multi-asset class ETF portfolios. These provide a cost-effective and completely transparent solution for a client’s core portfolio requirements. The five portfolios cover the full spectrum of risk and return objectives. All of our portfolios offer complete flexibility to clients, who can encash their portfolios in 24 hours without penalty. Our portfolios do not have any lock-in periods, redemption charges, upfront fees or hidden costs.
We provide cost-effective, diversified solutions to wealth management firms, IFAs and institutions. Our partners are able to white-label our portfolios under their own brand, starting with a portfolio size of just USD 1m or equivalent.
Secure Wealth has been running its core portfolio strategies for over four years, delivering strong returns in both absolute and risk-adjusted terms. Our precise risk controls ensure that the volatility of a client’s portfolio remains within the defined range for their risk tolerance.
We make our five portfolios available to investors in two forms: