Grow Your Wealth
We´re dropping the mic on financial investing.
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Passive Income
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Automated
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Tax Efficient
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Simplified
Ready to get started?
Evaluate
Set up your profile. We´ll start by getting to know you better and assess your risk tolerance, time horizon, and what you want to accomplish with your investment plan. This way your needs are fit with the right strategy.
Allocate
Subscribe to the service, log on to your secure account, and receive your profile type along with your recommended asset allocation Smart Portfolio plan. You don´t even have to move your assets. If you already have a brokerage account and it has access to the recommended options, you can leave it where it is and monitor from your CapitalBlend Investments dashboard. If you need a broker, we can recommend one of our partner institutions, for convenience.
Manage
Now you´re ready to go. Receive your Smart Portfolio strategy with recommended assets and fixed income/cash management products. Get notifications and trade guidance from your account. Monitor your progress and get market updates with relevant news, to keep you informed.
“What if?” Scenario
Investing $100K according to the Horizons™ Balanced Portfolio. An example…
Even during the challenging years of the 2020 pandemic, the algorithm of our strategic approach prevailed. Anchored by the S&P 500, our unique rebalancing strategy and robust dividend yield propelled our Smart Portfolio forward, ensuring resilience in the face of market uncertainties.
Customized To You
From 2013 to 2023, this balanced strategy has achieved an impressive 14.63% ytd, outperforming the market while maintaining steadfast stability, and a 10 year return of 14.37% . That means with this portfolio, the funds would have more than doubled over the past 10 years, in addition to paying out annual dividend income. The CapitalBlend Horizons Balanced strategy, a great fit for the growth-balanced investor with a moderate risk tolerance to market changes and a 10+ year time horizon (2024 on this chart represents 2023-Q4 results).