Invest in a portfolio built
for your goals

Get a portfolio aligned with your risk level, values, and financial goals, managed with transparency and a 0.75% annual fee

Just 2 minutes to set up your account
Tell us about your goals

Answer a few questions to set your risk comfort, time horizon, and investment priorities

Receive a recommended strategy

See a model portfolio tailored to the information you provide. It can also be structured to be Shariah-compliant, where applicable

Start investing from day one

Start with just $25 and let our team oversee your portfolio in line with your investment strategy

Discover personalised strategies tailored to you*

Defensive portfolio

Focuses on preserving capital with minimal risk

avg. annual return

8.81%

all time return

135.21%

Conservative portfolio

Focuses on steady growth with low risk

avg. annual return

9.13%

all time return

142.20%

Moderate portfolio

Focuses on solid returns with medium risk

avg. annual return

12.36%

all time return

225.49%

Adventurous portfolio

Seeks higher returns with more risk

avg. annual return

14.47%

all time return

293.24%

Aggressive portfolio

Maximises returns with high risk

avg. annual return

15.77%

all time return

340.67%
*Internal calculations are based on historical backtested data. The performance figures shown are based on simulated and/or historical back-tested data and are provided for illustrative purposes only. The performance of Traditional portfolios is calculated from November 2015, while the performance of Shariah-Compliant portfolios is calculated from December 2023, reflecting differences in product availability and data history. Annualised and cumulative returns are shown for each portfolio based on its respective inception date. Performance figures do not represent the performance of actual client accounts and may differ materially from real investment outcomes. Past or simulated performance is not a reliable indicator of future results. Higher-risk portfolios may experience significant volatility and capital loss.

How we manage your investments

Clarity in investing

We take the guesswork out of investing by using proven portfolio science to balance risk and return. Your portfolio is built and adjusted based on your goals and risk level, with a focus on steady, long-term growth.

The power of factor-based design

We don’t rely on picking single stocks. Instead, we spread your investments across proven strategies and styles to help keep your portfolio resilient through different market conditions.

Discipline over emotion

We use a disciplined, systematic approach to keep your portfolio on track and avoid emotional decisions, helping your long-term plan stay steady through market ups and downs.

What you could earn, with less in fees

Other wealth managers often charge ~2% annually.
We only charge 0.75% in fees.

Portfolio

Initial investment

$5,000.00

Monthly contribution

$1,500.00

$975,153.34
projected value in 20 years
$238,456.72
saved on commission
Value with CUSP Wealth
Value with other wealth managers

Image and data are for illustration purposes only.

Book a complimentary call with our financial advisor

Get your Personalised portfolio curated by an expert with 10+ years of experience at Goldman Sachs, 360 ONE, and Elixir Wealth

Talk to an advisor

*As per regulatory requirement, appointment booking with CUSP Wealth advisor is applicable only for users who passed their onboarding assessment through the CUSP Wealth application. Bookings of those that did not pass the onboarding assessment in the app will be rejected.

Invest the way that works for you

In the CUSP Wealth app, you can manage your own portfolio or get help from our advisors and AI tools

Guided

Get a tailored strategy based
on your goals

Self-directed

Explore global markets
& invest with zero trading fee

Or combine both anytime

It’s your journey

Image and data are for illustration purposes only.

Frequently Asked Questions

A managed investment account designed around one person: you. Share your goals, and we build a portfolio of US stocks and ETFs aligned to your risk level, values, and priorities. Your portfolio is then monitored and managed in line with your selected strategy, and can always be adjusted if your goals change.

Tell us your goals, timeline, and how much risk you're comfortable with. Our AI crunches the numbers, our experts refine the strategy, and you get a portfolio that is built around you, not a one-size-fits-all model.

Yes. Both options are available, we are certified by Amanie Advisors, one of the leading Shariah advisory firms specialising in Islamic finance solutions. You choose what aligns with your values, we build the strategy.

0.75% annually on your invested assets — no trading fees, no hidden charges. On a $10,000 portfolio, that's roughly $6 a month. You can start with as little as $25. For the full breakdown, visit our Pricing & Fees page.

Not at all. Many of our users do both, CUSP Personalised Portfolio growing in the background while they pick their own assets with zero basic trading fees* across 10,000+ US and international stocks and ETFs, including 1,300+ Shariah-compliant options. One app, two ways to invest.

Yes. You can enable interest on your uninvested money and earn 2.75%* — so your money is working from the moment it lands in your account. *Terms & conditions applies.

That’s what we’re here for. Once you have been onboarded, you can book a complimentary call with one of our financial advisors who will explain how CUSP works, walk you through the available options, and answer any questions you may have.