Invest in a portfolio built
for your goals

Get a portfolio aligned with your risk level, values, and financial goals, with transparent guidance for a 0.75% annual fee.

Just 2 minutes to set up your account

  • Tell us about your goals

    Tell us about your goals

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

  • Receive a recommended strategy

    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 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*

DefensiveConservativeModerateAdventurousAggressive
Defensive portfolio

Defensive portfolio

Focuses on preserving capital with minimal risk

Avg. annual return: 6.2%

2-year return: 28.3%

10-year return: 125.5%

Portfolio make up

Stocks

30%

Bonds

65%

Real Estate

0%

Commodities

5%

*Performance figures shown are based on historical, back-tested data and are provided for illustrative purposes only. The performance of the Traditional portfolios is calculated from 12 October 2015, and the performance of the Shariah-Compliant portfolios is calculated from 20 December 2023, reflecting differences in product availability and data history. Both series end on 30 July 2026 and are computed on a total-return basis (dividends and coupons reinvested) with monthly rebalancing. Annualised and cumulative returns are shown for each portfolio based on its respective inception date. These 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 guide your portfolio

  • 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.

Initial investment$20,000
Monthly contribution$1,500
$1,728,704
projected value in 20 years
$467,570
saved on commission

Value with CUSP Wealth

Value with other wealth managers

Image and data are for illustration purposes only.

Have questions before you invest?

Talk to our experts to understand how the platform works and explore your options. No obligation, just clarity. Available in Arabic and English.

Book a free call
An advisor using the CUSP Wealth app

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 $0.25 trading fee

  • Or combine both anytime

    It’s your journey

Image and data are for illustration purposes only.

Frequently Asked Questions