I bet the first question you'll ask is what we do with your savings. It's a topic I'll explain in great detail, and here's the first quick overview.
Our number one priority is to build a stable, long term portfolio. Your money is too important to gamble with. We're not risking it on high return, high risk bets.
We invest in stocks, bonds and alternative investments. Those are our three core building blocks. Your portfolio will always be fully invested, with no short positions and no leverage. Your money will be spread across investments all over the world, in all major investment sectors.
Our approach to managing your money is based on our experience managing the wealth of some of the wealthiest families in the world. With a priority of capital preservation, building highly diversified portfolios is the way to go.
It's easy to fall into the gambling fallacy. If you don't have much money to invest, you might be more inclined to go for very high returns. But with high potential reward, you will get a high risk. There is a reason why gambling as been called a tax on the poor. You could put all you have on red and spin the roulette wheel, or you could accept that building wealth takes time and invest for the long run.
The investment portfolios that we create for you are personalized, adapted to your situation. They also automatically adapt to another two key factors.
Market risk is a constantly changing factor. The faster a market is moving up and down, the higher the risk. Your portfolio will keep updating to reflect the current risk picture, to make sure that the portfolio stays on target.
The second factor which we constantly update for is momentum. When a market is moving strongly in one direction, there's a slightly higher chance of seeing a continued move in that direction than a reversal. The portfolio we build for you will tilt towards the the stronger markets, and away from the weaker markets.
Investing involves risk, including loss of principal. Please consider, among other important factors, your investment objectives, risk tolerance and Hush app pricing before investing. Investment advisory services offered by NINE30 Advisors LLC (NINE30), an SEC-registered investment advisor. Securities brokerage services are provided by Alpaca Securities LLC ("Alpaca Securities"), member FINRA/SIPC, a wholly-owned subsidiary of AlpacaDB, Inc. Technology and services are offered by AlpacaDB, Inc.
No Guarantee of Wealth Accumulation: The tagline 'Get rich slow' is intended to describe a disciplined, long-term investment strategy and does not guarantee wealth accumulation. Investors should be aware that all investments carry risks, including the potential for loss of principal. Past performance is not indicative of future results. Risk Disclosures for Investment Strategy: Investing in any strategy involves inherent risks, including the risk of loss. The potential for gains or losses depends on market conditions and other factors beyond our control. Clients should carefully consider their financial situation, investment objectives, and risk tolerance before pursuing any investment strategy. Balanced Presentation of Performance: All strategies and past performance data presented in this material are based on historical analysis and are not predictive of future performance. Investments may not perform as expected, and actual outcomes may vary. We do not guarantee future results, and clients should fully understand the risks involved.
A properly suggested portfolio recommendation is dependent upon current and accurate financial and risk profiles. Clients who have experienced changes to their goals, financial circumstances, or investment objectives, or who wish to modify their portfolio recommendation, should promptly update their information in the Hush app. All percentage return numbers or other performance related numbers shown are hypothetical.
Simulated or backtested data represents hypothetical results and is presented for illustrative purposes only. These results do not reflect actual trading and may not be indicative of future performance. Past performance, whether simulated or actual, is not a reliable indicator of future outcomes. Investors should not assume that similar returns will be achieved. All investments carry the risk of loss, and investors may lose some or all their principal. Please review the advisory contract and Form ADV Part 2A Narrative for further details regarding fees, risks, and other important information.
Subscription Fees depend on the end of month value of your portfolio with us and range from free to $5 per month. NINE30 does not charge transactional fees, commissions or fees based on assets for accounts under $1 million. NINE30 does not receive compensation for referring clients or marketing third party services, and thereby avoids such potential conflicts of interest.
The ETFs comprising the portfolios charge fees and expenses that will reduce a client’s return. Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. Investment policies, management fees and other information can be found in the individual ETF’s prospectus. Please read each prospectus carefully before investing.
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