We use Modern Portfolio Theory (Nobel Prize-winning research) to recommend a target portfolio to each client. This portfolio is globally diversified and balanced with stocks and bonds.
Commandiv then lets you modify your target portfolio as you see fit. You can change weights, add strategies or single-name stocks, and adjust asset classes.
Next, our algorithms choose the best-in-class investment for each strategy in your target portfolio. We use exchange-traded funds (ETFs) and optimize for low fees, high liquidity, tax-efficiency, and low tracking error.
Commandiv is dynamically reviewing your account in real time and makes trade suggestions to guide you toward your target portfolio.