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*

Conservative

Focuses on preserving capital with minimal risk

avg. annual return

8.81%

all time return

135.21%

Moderately Conservative

Focuses on steady growth with low risk

avg. annual return

9.13%

all time return

142.20%

Balanced

Focuses on solid returns with medium risk

avg. annual return

12.36%

all time return

225.49%

Moderately Aggressive

Seeks higher returns with more risk

avg. annual return

14.47%

all time return

293.24%

Aggressive

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. Past performance is not indicative of future results. 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

Cusp Wealth goes beyond guesswork by applying Modern Portfolio Theory to balance risk and return, enhancing portfolios along the Efficient Frontier with Targeted Growth Overlays aligned to your goals and risk profile.

The power of factor-based design

We don’t chase single stocks. We use a Factor-Based Construction framework that diversifies across multiple investment styles, so your portfolio stays resilient in changing markets.

Discipline over emotion

We follow a disciplined, systematic process to keep your portfolio on track and free from emotional decision-making, so your long-term strategy remains intact 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 complementary call with our financial advisor

Get your personalised portfolio managed by experts with 10+ years of experience at Goldman Sachs, 360 ONE, and Elixir Wealth

Edwin Mathew, Senior Financial Advisor at Cusp Wealth

Talk to an advisor

Edwin Mathew, Senior Financial Advisor at Cusp Wealth

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.