Here's your SMART Portfolio
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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
We build a diversified portfolio for you.
An online risk assessment to help you decide your investment style.
Fees matter. Over time, even small fees can make a big dent in your bottom line.
Our portfolio managers periodically rebalances across asset classes and reduces volatility to help your investment growth.
It takes time to study the market, choose the right investments and rebalance your portfolio.
Online access to your portfolio holdings.
Risk Assessment
Portfolio Matching
No fee for top-ups and withdrawals
No upfront fee, No brokerage, No performance fee, and No platform fee