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If you’re looking for wealth management beyond generic plans that simply follow the market, and want a strategy with potential to give you confidence for the long term, we can help.

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Our approach to helping you pursue financial freedom

Creating your long-term financial strategy involves three distinct components. First, we pick stocks we believe have the potential to outperform competitors in the market. Then, we build high-conviction portfolio strategies in which we believe those stocks can work together to provide returns while striving to manage volatility. And finally, we allocate your assets among those strategies in a way that we believe makes sense for your specific goals and circumstances.

Stock PickingDiscovering potential winners

We believe high-quality businesses can make an excellent foundation for most long-term portfolios. The trick is finding them. That’s where our team of experienced portfolio managers comes in. Using our proprietary Four Pillars of Quality, they find companies they believe can thrive over the long term, potentially rewarding shareholders along the way. This first layer sets the foundation for all we do.

Learn more about how we pick stocks
The four pillars

Portfolio ConstructionManaging risk/reward

It’s one thing to find great stocks. Heck, you may have picked a few winners yourself over the years! But getting select baskets of stocks working together in concentrated portfolios is a whole ‘nother challenge. We run six distinctive portfolio strategies geared toward specific kinds of stocks (see the list to the left) along with one Fixed Income strategy. These strategies only include our portfolio managers’ highest conviction picks and are usually concentrated among just 15-30 holdings. We carefully consider our sector exposure, along with the potential impacts of outside economic and regulatory shifts, adjusting and rebalancing as necessary to maintain what we believe to be an appropriate risk profile for each strategy.

Learn more about our strategies
Portfolios

Asset AllocationMaking it right for you

The final step in the process is to tailor these strategies to your specific needs and goals.* As a fiduciary and Registered Investment Adviser, we always put your interests first. Depending on your specific Investor Profile, we can combine our strategies into over 140 unique portfolio allocations. Your allocation is designed to give you what we believe to be a better potential to meet your long-term investment goals with confidence and peace of mind along the way!

Get more details on how we allocate
asset allocation
step one step two step three
Asset Allocation layer three Our 7 Investment Strategies layer two pillars layer one

Stock PickingDiscovering potential winners

We believe high-quality businesses make an excellent foundation for most long-term portfolios. The trick is finding them. That’s where our team of expert portfolio managers comes in. Using our proprietary Four Pillars of Quality, they find companies they believe can thrive over the long term, potentially rewarding shareholders along the way. This first layer sets the foundation for all we do.

Learn more about how we pick stocks

Portfolio ConstructionManaging risk/reward

It’s one thing to find great stocks. Heck, you may have picked a few winners yourself over the years! But getting select baskets of stocks working together in concentrated portfolios is a whole ‘nother challenge. We run six distinctive portfolio strategies geared toward specific kinds of stocks along with one Fixed Income strategy. These strategies only include our portfolio managers’ highest conviction picks and are usually concentrated among just 15-30 holdings. We carefully consider our sector exposure, along with the potential impacts of outside economic and regulatory shifts, adjusting and rebalancing as necessary to maintain what we believe to be an appropriate risk profile for each strategy.

Learn more about our seven strategies

Asset AllocationMaking it right for you

The final step in the process is to tailor these strategies to your specific needs and goals. As a fiduciary and Registered Investment Adviser, we always put your interests first. Depending on your specific Investor Profile, we can combine our strategies into over 140 unique portfolio allocations. Your allocation is designed to give you the best opportunity to meet your long-term investment goals with confidence and peace of mind along the way!

Get more details on how we alloctate

See what makes our
approach stand apart

We believe holding individual stock positions in high-quality companies is a time-tested path with great potential for building wealth. Our in-house portfolio managers’ distinctive analysis, hand-selected holdings, and high-conviction portfolios can set us apart from other firms. But that’s not all…

Tradesace Delivers How We Do It Why It Matters To You
Portfolio Construction

High-Conviction Portfolio Strategies

How We Do ItOur in-house investment team works to find and track investments they believe can achieve the best results for our seven strategies, which range from aggressive growth to fixed income, international, and more.

Why It Matters To YouOver-diversification can dilute your returns. We believe concentrated portfolios can give you a better chance of outperforming the market over the long term.

Asset Allocation

Active Investment Management

How We Do ItOur team of professional financial analysts and portfolio managers carefully monitor each holding, and do all of the buying and selling within your portfolio.

Why It Matters To YouWhether markets are skidding, soaring, or something in between, you can rely on our experienced portfolio managers to make the tough decisions that might otherwise keep you up at night.

Stock Picking

Separately Managed Accounts (SMAs)

How We Do ItYour money is held in an account that is solely yours rather than a pooled vehicle with investors who may have different goals.

Why It Matters To YouIn an SMA, you’re not at the mercy of other investors’ whims. So their actions (e.g. pulling out money at inopportune times) can’t hurt your returns.

Asset Allocation

Ownership of Individual Stock Positions

How We Do ItUnlike pooled vehicles that simply track the market or certain sectors, you’ll own shares of each individual company within your equity strategies.

Why It Matters To YouYou can see exactly which companies you own, and how many shares of each. You can see how each stock is faring, follow news about the companies you hold, and even cheer them on.

You earned it. Now let us help grow and preserve it.

You can feel confident that your money is in good hands with our team of experienced, in-house Portfolio Managers at the helm. Plus, our Ace Advisors are a phone call away to help with any questions you have, or changes you’d like to make along the way.

Premium$1000+Minimum investment

Get your account set up in as little as 10 minutes

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5% monthly ROI

Automatic portfolio rebalancing every 13 months

24/7 Access to your own portfolio Portal

3% referral reward

0.15% management fee

Classic$10k+Minimum investment

Get your account set up in as little as 10 minutes

Invest now

10% monthly ROI

Automatic portfolio rebalancing every 13 months

24/7 Access to your own portfolio Portal

5% referral reward

0.12% management fee

Ace$100k+Minimum investment

Get your account set up in as little as 10 minutes

Invest now

15% monthly ROI

Automatic portfolio rebalancing every 13 months

24/7 Access to your own portfolio Portal

10% referral reward

0.1% management fee

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Tell us about yourself

Fill out the form below and answer a few simple questions about your financial goals to complete your Investor Profile.

Answer a few questions about your financial goals to complete your Investor Profile.

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Review, explore, and approve your Personal Portfolio recommendation based on the answers you provided.

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