Grow your
Wealth.
With a Smart Portfolio, you can invest with confidence.
Imagine a powerful investment strategy that is effortless and rewarding.
Creating an investment strategy can be an overwhelming task which takes time and expertise. Not to mention frustrating, lack-luster performance. At CapitalBlend Investments, we´ve simplified the process for the self-directed investor. Wouldn´t it be nice to confidently know what investments to choose, tailored to your objectives, and understand what is going on with your hard earned money? Our internet advisor service is designed to cut the complexities to growing your wealth, with easy to implement portfolio strategies. Our clients are empowered to manage their investments, with professionally guided instructions on what to trade, how much to trade and when. Imagine only having to rebalance your portfolio once every few years and knowing exactly how to do it. We are with you every step of the way. It´s like having your personal investment trainer to keep your portfolio on track with your goals.
6.1/10
ESG rating
☆☆☆☆☆
Morningstar Rated ETFs
120M +
Join millions of Investors who trust in the same assets
Automated
Precision
All investors fall into certain categories, based on their time horizon and risk tolerance. We offer a pre-constructed portfolio recommendation, that fits your unique profile.
Diversified
Strategies
Benefit from asset allocation using ETFs, strategically crafted to weather market fluctuations and maximize returns. We provide you with the necessary investment choices and the time-tested strategy.
Real-time
Insights
When was the last time you heard news about the underlying assets in your portfolio? Whether it is Apple or Amazon, know what´s going on with the companies impacting your ETF portfolio.
KEy Features and Benefits
Dividend Income, Your Way: Earn predictable dividend income every quarter, tailored to your financial objectives. Our smart portfolio optimizes your investments for steady returns.
Dynamic Recommendations: Stay ahead of market shifts with personalized recommendations. Receive insights based on real-time market conditions, empowering you to make informed decisions and adapt your strategy.
Track Your Progress, Anytime, Anywhere: Enjoy full visibility into your portfolio’s performance. Our user-friendly interface allows you to track progress effortlessly, ensuring you’re always in control of your financial journey.
Frequently Asked Questions
Why a CapitalBlend Investments Smart Portfolio?
With thousands of financial products available on the market, investing has become a complex and sometimes overwhelming experience. A CapitalBlend Investments Smart Portfolio helps cut through all that and focuses on a strategy that correct for your circumstances. We use advanced algorithms and market analysis to consistently assess current conditions, as well as any changes in your needs. Recommendations are data-driven and designed to optimize your portfolio for maximum returns, while serving as a lighthouse to guide through any financial storm that may come our way.
What fees can I expect with your Smart Portfolio service, and how are they structured?
Our online service operates on a flat fee structure. This means you’ll pay a fixed amount annually, promoting transparency and cost-effectiveness in managing your investments. Unlike percentage-based fees that can increase with portfolio growth, our flat fee ensures consistency, allowing you to predict your costs effectively. When you combine that with your portfolio income streams, the portfolio can maintain itself without hindering your growth over time.
What if I have multiple goals and want to earmark different amounts with different objectives?
After you register your initial portfolio, you can definitely add and create a comprehensive plan with multiple objectives.
How frequently are dividends paid, and can I reinvest them automatically?
Dividends are paid quarterly, providing you with a steady income stream. You have the option to reinvest these dividends automatically, however, the algorithm may not recommend it based on research and market conditions.
Can I customize my portfolio to align with my specific financial goals and preferences?
Absolutely. Your Smart Portfolio is built to be tailored to your needs. During onboarding, you’ll go through an investor profile process, allowing us to tailor your portfolio to match your risk tolerance, investment goals, and time horizon. The portfolio automatically adjusts to stay on track. If your goals and objectives change, adjustments may be done annually. Your money is always at the brokerage you choose, so you have full control. Your smart portfolio just guides you on the investments you need to make and the adjustments needed to stay on pace with the goals you plan for.
How can I keep track of my portfolio’s performance?
Monitoring your portfolio is simple and accessible. Our user-friendly interface provides real-time insights into your investments, allowing you to track performance effortlessly. Additionally, you will receive notifications and recommendations for necessary adjustments to keep your portfolio aligned with your objective.
Still have more questions?
Why not start a conversation with us? We’re here to help.