
AgileInvesting is an investment advisory service that recommends diversified portfolios comprised principally of exchange traded funds (ETFs), which are low-cost, tax-efficient investments that track the performance of specific market indexes.
ETFs are ideal vehicles for implementing our investment approach, which has the flexiblity to adjust asset class exposure based upon our assessment of risk versus reward and our analysis of the fundamental, technical and psychological factors that determine asset prices.
AgileInvesting's subscription service provides model portfolios for three distinct risk tolerance categories: conservative, moderate and aggressive. Subscribers are notified when portfolio changes are made and implement our recommendations in their own accounts.
Alternatively, portfolio management services are offered through Agile Investments, a registered investment advisor.
To receive our monthly market review free of charge, please fill out the following form. Our investment letter is delivered by email at the beginning of each month.