Investment Plans
Grow your wealth with
confidence.
Curated portfolios, expert management, and competitive returns — built for every investor.
Total AUM
📊$12.8B+
Avg. annual return
📈11.2%
Active investors
👥142,000+
Global markets
🌍14
Choose your
growth strategy.
From conservative to aggressive — find the plan that matches your risk tolerance and financial goals.
Starter
Build good financial habits with automated investing in diversified ETFs and bonds.
Min. investment
$500
Risk level
Low
- ✓ Automated portfolio
- ✓ Diversified ETFs
- ✓ Monthly contributions
- ✓ Tax-efficient selling
- ✓ Mobile dashboard
- ✓ Email support
Growth
Actively managed growth portfolio with exposure to global equities and emerging markets.
Min. investment
$5,000
Risk level
Moderate
- ✓ Active fund management
- ✓ Global equities
- ✓ Dividend reinvesting
- ✓ Quarterly rebalancing
- ✓ Priority support
- ✓ Market insights
Premium
Institutional-grade portfolio with private equity, real estate, and hedge fund access.
Min. investment
$50,000
Risk level
Moderate–High
- ✓ Private equity access
- ✓ Real estate REITs
- ✓ Hedge fund allocation
- ✓ Dedicated advisor
- ✓ Monthly reporting
- ✓ Tax optimization
Why invest with ETIKS?
Institutional-grade
Access to the same funds and strategies used by institutional investors.
Full mobile control
Monitor, rebalance, and trade from anywhere with our premium app.
SIPC insured
Your investments are protected up to $500,000. Additional Lloyds coverage available.
AI-powered insights
Real-time market analysis and personalized recommendations powered by machine learning.
Compare plans side by side.
| Feature | Starter | Growth | Premium |
|---|---|---|---|
| Minimum deposit | $500 | $5,000 | $50,000 |
| Est. annual return | 4–7% | 7–11% | 9–14% |
| Management fee | 0.35% | 0.50% | 0.75% |
| Portfolio rebalancing | Quarterly | Monthly | Weekly |
| Tax-loss harvesting | — | ✓ | ✓ |
| Dividend reinvesting | ✓ | ✓ | ✓ |
| Dedicated advisor | — | — | ✓ |
| Private equity access | — | — | ✓ |
| Hedge fund allocation | — | — | ✓ |
| Priority support | — | ✓ | ✓ |
| Monthly reports | Quarterly | Monthly | Weekly |