Money Management

AgileInvesting recommends and manages diversified portfolios using exchange traded funds (ETFs). An ETF is an index fund that trades on the stock market. Examples include ishares and SPDRs.

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Money Management Services

Agile Investments is a registered investment advisor that manages diversified portfolios on a discretionary basis on behalf of our clients. We construct portfolios principally with exchange-traded funds (ETFs), which provide a compelling combination of diversification, low expenses, performance and tax efficiency. Agile Investments seeks to enhance clients' returns through a tactical asset allocation methodology driven by valuation fundamentals and risk reduction. Agile Investments firmly believes that because investment costs and advisory fees come directly out of client returns, controlling expenses is a critical factor in investment performance. Depending on account size, our management fees range from 0.25% to 0.40% per annum, subject to a $750 per quarter minimum.

To learn more about our portfolio management services, please click on one of the following links.

Informational Brochure Client Agreement Frequently Asked Questions Press Coverage

If you are having trouble accessing any documents above or have any questions regarding our asset management services, please complete the form below and we will contact you as soon as possible. Alternatively, you may directly contact us at 615.385.4909 or info@agileinvesting.com.

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Required Disclosures:

1. Agile Investments only transacts business in states where it is properly registered, or excluded or exempted from registration requirements;

2. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.

3. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.