100 % Tailored to your unique profile
Strategic asset allocation
This service at Fivertu is tailored for individuals looking to invest their savings, diversify income streams, and secure their financial futures. We offer advisory services aimed at generating passive income with consistent, long-term returns to safeguard and guarantee your investments.
Our service is designed for all age groups, starting from 21 years old. Whether you’re planning for retirement or just beginning your financial journey, we’ve got you covered. For those looking to secure their retirement, we offer personalized strategies to ensure long-term stability. If you’re younger and looking to build wealth early, we help you make smart investments that set the foundation for future financial success. We offer a personalized service tailored to your unique situation, ensuring that your financial plan works best for you. With unbeatable, transparent fixed fees (no hidden charges), you can be confident that you’re getting the best value.
It’s important to note that Fivertu provides advisory services without directly managing client capital. Clients retain control over their investments while benefiting from our expertise in strategic asset allocation and portfolio management. Our approach involves setting target allocations across various asset classes based on factors like risk tolerance, investment objectives, liquidity needs, time horizon, and individual circumstances. These allocations are regularly adjusted to ensure your portfolio remains aligned with your evolving financial goals.
Our strategic asset allocation strategy is designed to be market-neutral and efficient, maintaining an optimal mix of asset classes to create a diversified and resilient portfolio that minimizes risk relative to expected returns. We carefully consider the volatility and correlations of each asset class to achieve a balanced and stable investment portfolio.
Furthermore, we recognize the uniqueness of every client’s financial profile. Whether you prefer a conservative, defensive, neutral, offensive, or aggressive investment approach, we customize a portfolio that maximizes expected returns while managing market risk effectively.
With Fivertu, you can enjoy peace of mind knowing your financial future is secure. We offer competitive long-term returns to protect your assets and provide guaranteed passive income.
Additionally, our service includes:
- Personalized financial planning and investment portfolio design
- Access to one-on-one portfolio management with dedicated portfolio managers
- Regular communication and support via email or telegram
- Short-term investment opportunities ranging from one week to three months for maximizing profits
- Flexible portfolio adjustments based on your risk preferences
- A 25% discount on our other portfolio management plans with your subscription
We believe in making high-quality portfolio management accessible to everyone, regardless of experience level. Let us simplify the complexities of managing your investments while you focus on what matters most.
Financial Portfolio Types
Defensive Portfolio
- Volatility: Very low
- Expected performance: Stable but moderate
Conservative Portfolio
- Volatility: Low
- Expected performance: Modest
Balanced Portfolio
- Volatility: Moderate
- Expected performance: Average return
Dynamic Portfolio
- Volatility: Moderate to high
- Expected performance: High return potential
Aggressive Portfolio
- Volatility: Very high
- Expected performance: Very high return
Strategic asset allocation
$1200
/Year
- Determining your investment profile
- Portfolio creation
- 24/7 Dedicated support
- Rebalancing
- Risk management
- Stock picking
- Short term position
- Adjusting risk levels
- Broker verification
- Get a 25% discount on our other plans
How does it Work?
Step 01.
Choose a subscription plan and create an account.
Step 02.
Expect an immediate contact from us.
Step 03.
Use our portfolio management and trading instructions in your trading account.
frequently asked questions
If you don’t have any experience with trading or portfolio management, don’t worry – you’ve come to the right place. Our team will guide you through the basics and show you how to get started. We are always available to assist you and answer any questions you may have.
Fivertu is a quantitative investment manager that employs statistical and mathematical inference to invest and trade in global financial markets. Our unique combination of deep fundamental research, technology, and data science principles sets us apart. Our team members apply this systematic approach to all of our strategies, responding to the investment expectations of our clients.
No, Fivertu specializes in advisory services and does not directly manage client investments. Instead, we offer strategic advice and support to empower clients in managing their own investment portfolios effectively.
This is the reason for our existence – to create a portfolio that generates excellent results during positive market periods and protects you against bearish markets. In addition, market downturns can present exceptional investment opportunities.
After payment, you will be contacted immediately by one of our portfolio managers on your email or telegram.
You will be contacted by one of our portfolio managers within 12 hours of verifying your payment, typically much sooner.
It’s always important to have a support team available to answer questions and provide assistance in different languages, as it can help make clients feel more comfortable and confident in their investment decisions.
At Fivertu, we understand that risk management is crucial to successful investing. That’s why our team of experts is dedicated to helping you understand and manage your risks.
Our risk management team will guide you through the process of calculating your risks and developing a customized risk management plan that suits your investment goals and preferences. With our support, you can invest with confidence, knowing that your capital is always protected.
And if you ever need assistance, our team is available 24/7 to answer any questions and provide you with the help you need to stay on track
After payment, one of our portfolio managers will contact you right away to discuss your investment objectives, risk tolerance, and other details. This information will help us create a portfolio that’s tailored to your specific needs and preferences.
Protecting your data is our top priority. To learn more about how we safeguard your personal information, please refer to our privacy statement.