Invest with Purpose®
Investments that are as well traveled and diverse as you are. Our Invest With Purpose® process is a strategic framework that creates simplicity out of sophisticated investment strategies.
ENGINEERED TO DO BETTER®
Knowledge is power, experience is wisdom, and execution is everything. This is our recipe for success. By employing rules-based trading and investment management techniques we are built to do better.
Diversification to Optimally Balance Risk and Return
Using mathematical techniques of modern portfolio theory, we craft an allocation that fits your risk tolerance, while increasing exposure to better performing assets using real time data.Overweight Investment with Higher Expected Returns
Using economic theory, we follow factors that, on average, predict if an investment will outperform. Instead of chasing stories we discover these factors by doing statistical analysis on underlying economic fundamentals.Minimize Taxes
Excellent investment returns don’t matter if you have to send most of your winnings to Uncle Sam. To maximize our clients after-tax return, we make the most of tax-sheltered accounts, practice intelligent asset location, employ tax-loss harvesting, and allocate around low cost basis positions to reduce capital gains.Moderate Leverage to Amplify Returns
Banks and other institutions earn profits by borrowing at low-interest rates and investing in higher returning investments. Individuals often do the same when buying a house. Yet few investors apply this strategy to their investments. By taking advantage of broker margin loans, we can potentially boost returns without an undue increase in risk.Trade with patience and care to get the best deal
Most investors make their trades without regard for day-to-day liquidity or other short-term market effects, even though these can have a major impact on the price you pay for an investment. We carefully monitor market activity and only make changes to your portfolio when we can achieve best execution.Find more valuable information
on our Investment Process
Which is the Better Investment: Stocks or Real Estate?
Should I buy an investment property? In fact, the issue of real estate tends to divide investors into camps almost like a personality dimension such as introversion/extroversion.
The Line Between Aggressive and Crazy
Suppose I offer you a bet. Flip a coin, heads you lose your entire bet, tails you win it back plus one and a half times, so a ten dollar bet becomes $25. And furthermore I’ll let you keep making this bet as many times as you like over the next hour, say.
Frequently Asked Questions
Our Custodian Providers
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Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including RHS Financial. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.