Our approach is designed to complement implicit and explicit exposure to startups.
Our investment approach is supported by the latest financial academic research and seeks to take into account your unique situation as a startup employee with equity. The approach is designed to be complementary to your implicit and explicit exposure to startups. It also seeks to outperform index fund investing over the long-run. The way your portfolio is implemented is specific to your situation and may involve ETFs, mutual funds, direct stock/bond ownership, and/or private fund investments.
What does this mean for your Secfi managed portfolio?- It’s well diversified. We use systematic investment strategies that have exposure to thousands of companies, looking to limit the impact of any one company’s performance on the portfolio’s outcome.
- It seeks to outperform the market over the long run and is based on strong theoretical and empirical evidence.
- It’s transparent. We do what we say we will do and educate you about the expected outcome and the range of possible outcomes.
- It’s professionally implemented. Our portfolio managers’ experience in real-world fund management means there is a return, risk, or cost based rationale for every position and action in your portfolio.
- It seeks to be low cost. We use investment solutions in your portfolio that generally have expense ratios in the bottom quartile of their asset class. This can help you keep more of your return.