“Secure Wealth Management is a specialist provider of low-cost, actively managed, globally diversified portfolios consisting entirely of ETFs (Exchange Traded Funds). We aim to be a premier provider in this space globally.”
Secure Wealth Management offers five highly liquid, globally diversified, multi-asset class ETF portfolios. These provide a cost-effective and completely transparent solution for a client’s core portfolio requirements. The five portfolios cover the full spectrum of risk and return objectives. All our portfolios offer complete flexibility to clients, who can encash their portfolios in 24 hours. Our portfolios do not have any lock-in periods, redemption charges, upfront fees or hidden costs.
Secure Wealth has been running its core portfolio strategies for over four years, delivering strong returns in both absolute and risk-adjusted terms.
Our investment team of four has combined experience of over 72 years. Our Managing Director has over 25 years’ experience in the listed investment markets, combined with qualifications of the highest level in asset management and financial analysis.
Our portfolios are available to investors in two forms:
1) within a segregated account (minimum investment USD 100,000 or equivalent). The client (be it a person, corporation or trust) has full control and ownership of their account at all times. Segregated accounts offer the ability to withdraw up to 90% of the account value as a cash loan, at interest rates well below those offered by most banks. There is also the possibility to employ up to 6-to-1 leverage within the account at the same highly attractive interest rates.
2) by purchasing a fund (minimum investment USD 50,000 or equivalent). These can be purchased via any bank or brokerage, provide daily redemption and pricing and can be issued in all the major currencies.