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.

the ETF investment specialists

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.

our portfolios

We make our five portfolios available to investors in two forms:

  • within a segregated account (minimum investment USD 100,000 or equivalent). The client (be it a person, corporation or trust) has full control and ownership of their account at all times. Segregated accounts offer the ability to withdraw up to 90% of the account value as a cash loan, at interest rates well below those offered by most banks. There is also the possibility to employ up to 6-to-1 leverage within the account at the same highly attractive interest rates.
  • within a fund structure (minimum investment USD 10,000 or equivalent). These can be purchased via any bank, financial adviser or brokerage. They provide daily redemption and pricing and can be issued in all the major currencies.
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