Getting Started Is Easy, Fast, And Free

Using years of analysis and research, we have built investment strategies for most risk profiles

1. Risk Assessment

Tell us your goals and risk appetite

black monday by Mario Cabrera/AP

2. Investment Strategies

View and select strategies that match your goals and risk profile

3. Open Account With A Custodian

We work with Interactive Brokers; we invest but you are in control

Investment Strategy Overview

We offer 3 different investment strategies

eStreetCap ETF Portfolio

We have built a model portfolio with select ETFs, investment funds, and holding companies. This is a long-term investment strategy that aims to provide a balance of growth and value exposure. We may rebalance this portfolio periodically.
Fees: We charge 0.25% of assets under management as fees for our base ETF portfolio and 0.5% for ETF portfolio rebalanced periodically
Minimum Investment: $5,000

eStreetCap Option Strategies

We offer various option strategies to cater to different investment needs. Our current offering is Model eSC Options Strategy that aims to provide long-term returns benchamrked to SPY with higher protection for single-event downside risk. As part of this strategy, we typicaly invest 10%-20% of assets in Options and keep the balance in Cash.
Fees: We charge 1.0% of assets under management as a our fees for our Model eSC Options portfolio. For certain strategies, the fees could be higher.
Minimum Investment: $20,000

eStreetCap Fundamental Strategies

We select individual stocks for various investment objectives - e.g. growth or income objectives. These are long-term investment strategies focused toward buy and hold investors.
Fees: We typically charge 1.00% (it could range from 0.5% to 1.5% )of assets under management as our fees
Minimum Investment: $10,000

Standard Deviation Is Not Risk

For decades, we have been told that standard deviation is the primary investment risk...
We Simply Disagree And Believe Key Investment Risks To Be:

Loss Probability

Likelihood of losing money in an investment

black monday by Mario Cabrera/AP

Drawdown

Big crashes drain years of gains

Note: Picture coutsey - Mario Cabrera/AP

No Action

No action is a missed opportunity

Rethinking risk parameters can help you better decide on investment options that are in line with your personal situation. E.g. the drawdown risk (big crashes) for a 65 year old is higher than for a 30 year old

Strategy Selection

Our suggested investment strategies are driven by historical precedence, eStreetCap's in-house analysis, or 3rd party strategies

3rd Party Strategies

These are strategies deployed by other money managers (additional fees apply)