價格：免費
更新日期：2019-06-14
檔案大小：32.5 MB
目前版本：1.1.5
版本需求：需要 iOS 8.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。
支援語言：簡體中文, 英語
INclusive is a digital investment advisor with a simple premise: individuals should have access to investment strategies that are generally comparable to those available to high net worth individuals and institutions.
Through the use of technology, INclusive has addressed the typical barriers associated with these strategies: high fees, high minimums, significant personal net worth requirements, and limited access to your capital.
INVESTMENT STRATEGY
INclusive is offering two investment strategies: Global Asset Allocation (GAA) strategy and Global Asset Allocation Plus (GAA Plus) strategy.
GAA strategy invests globally across a variety of asset classes including equities, fixed income, and liquid real estate. GAA Plus strategy combines GAA strategy with actively managed strategies that seek to generate alpha, i.e., returns in excess of the market.
HOW TO OPEN ACCOUNT
1)Fill out the risk assessment questionnaire and we will recommend a portfolio that reflects your risk preference
2)Apply a new account directly on the app. The entire process takes less than 10 minutes.
3)Fund your account and let INclusive do the magic
QUESTIONS?
You can reach out to our Support Team anytime at support@inclusiveadvisor.com.
DISCLAIMERS
INclusive Digital Advisor, LLC is an SEC-registered investment adviser. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and INclusive’s charges and expenses. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where INclusive is not registered. All images and return figures shown are for illustrative purposes only. Visit inclusiveadvisor.com for more information.
支援平台：iPhone