Phillip SMART Portfolio
A Smarter Way to Invest

Phillip SMART Portfolio “SMART” is an investment service that matches a best-fit portfolio based on your online risk analysis. Let us help you take control of your investments and grow your wealth.

  • Low starting investment amount of $300

  • No upfront fee, no brokerage fee, no performance fee, and no platform fee

  • Low management fee

  • Proprietary algorithm built by data scientists

  • Managed by professional portfolio managers

  • Fast and simple online account opening

  • Online access to your portfolio holdings

Watch how it works I am ready!

The New Wave of Investing

Our Portfolios

We build a diversified portfolio for you.

Online Risk Assessment

An online risk assessment to help you decide your investment style.

Low Fees

Fees matter. Over time, even small fees can make a big dent in your bottom line.

Periodic Rebalancing

Our portfolio managers periodically rebalances across asset classes and reduces volatility to help your investment growth.

Stress-free Investing

It takes time to study the market, choose the right investments and rebalance your portfolio.


Online access to your portfolio holdings.

Learn about our portfolio

Our Management Fee


Risk Assessment

Portfolio Matching

No fee for top-ups and withdrawals

No upfront fee, No brokerage, No performance fee, and No platform fee

More about our fees

See What Portfolio We Match for You

I am ready!
I am ready!