A personalized strategy for each of your life goals.
We understand you are saving for all different life events: retirement, a house, to build wealth, or all of the above. Your investment portfolios should follow your life â€” not the other way around.
The better we know you, the better advice we can give.
We will tell you how to allocate your money across stocks, bonds, commodities and real estate, how much to invest each month, and how much your other investments are costing you in fees and idle cash.
Grow your money at the right level of risk.
Once we understand your goals, we customize our advice and build a personalized investment plan and portfolio for each one. When your portfolio is properly risk-adjusted, you are all set to achieve optimal returns, helping you to meet your goals as quickly as possible.
Take a closer look at Investcity's customized goals and advice
Retirement - We provide a customized portfolio and deposit plan to ensure you have a comfortable retirement. It is tailored to your specific situation, and it evolves over time. Once you retire, we will tell you how much is safe to withdraw.
Safety Net - This is one of the highest priority goals we recommend for investors, designed to ensure you have an emergency fund on hand without giving up potential growth over time.
Build Wealth - There is often no specific reason to save, other than wanting to grow your wealth over time. That is fine! Allowing for flexibility, we will provide guidance according to your risk preferences and the length of time you want to stay invested.
Major Purchase - This is for investors who are saving for a home down payment, university tuition, or any other specific purchase or event. It is typically for short- to medium-term goals, with risk decreasing as the goal nears completion.
Creating goals is the smarter way to invest. - When you can give each pound a specific purpose and attach a real outcome to the reason for your saving, you are more likely to actually achieve success.
We ensure that you are always on track. - We constantly monitor your account to ensure that you are on track to reach your goals.