Invest in a portfolio built
for your goals

Get a personalised portfolio aligned with your risk level, values, and financial goals, managed at the lowest fees – down to 0.75%
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

Get your personalised strategy

Instantly see a recommended mix of assets based on your profile. Each portfolio can also be made Shariah-compliant

Start investing from day one

Invest in your portfolio from just $25, and let our team take care of the rest

Discover a 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

Maximizes returns with high risk

avg. annual return

15.77%

all time return

340.67%

*Internal calculations are based on historical backtested data. 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. Annualized and cumulative returns are shown for each portfolio based on its respective inception date. Performance figures represent actual historical results and may not be directly comparable across portfolio types.

How we manage your investments

Clarity in investing

CUSP 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.

Initial investment

$20,000.00

Monthly contribution

$1,500.00

Portfolio

$650,682.06
projected value in 20 years
$151,262.72
saved on commission
Value with CUSP
Value with other wealth managers

Book a complementary call with our financial advisor

Edwin Mathew – Senior Financial Advisor at CUSP, with over a decade of proven experience in wealth management

Invest the way that works for you

In the CUSP 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