At Portfoly.Net, we don’t just report the U.S. markets — we help you grow in them. Our expert-driven stock portfolio management services are built to deliver consistent, data-backed results for investors at every level.
We create tailored stock portfolios based on your financial goals, risk appetite, and market conditions. Our hands-on strategy combines fundamental analysis with smart diversification to ensure you’re positioned for long-term success.
We don’t just set and forget. Our team constantly monitors market activity and your portfolio performance to make timely adjustments — helping you stay ahead of the curve in a volatile market.
If you have a 401(k), we’ll guide you in optimizing your plan—helping you choose the right mix of funds, manage rollovers, and align your 401(k) strategy with your broader retirement objectives.
Get detailed, transparent reports that break down your portfolio’s performance, stock movements, and our strategic decisions — so you’re never in the dark about your investments.
We won’t build your portfolio by short term trading or day trading. We always believe in long term holding.
We’ll diversify your portfolio by investing in different stocks to minimize your overall risk.
We require the highly regulated brokers based on your choice. We prefer Interactive Brokers most.
You’ll create a trader role with only the trading permission from your brokerage account. Then you’ll create a user for us following that trader role. Thus, we’ll get access to your brokerage account. You can follow the link as a reference: https://www.youtube.com/watch?v=C-ND1eURgok
Yes, the minimum investment amount for our portfolio management service is $10,000. You’ll deposit in your brokerage account.
Fees are charged at the end of each month, based on your current AUM.
| Investment Range (USD) | Monthly Management Fee |
|---|---|
| $10,000 – $100,000 | 0.10% of AUM * |
| $100,001 – $500,000 | 0.09% of AUM |
| $500,001 – $1,000,000 | 0.08% of AUM |
| Over $1,000,000 | 0.07% of AUM |
* Minimum monthly management fee is $30.
Wire transfer, ACH transfer, Zelle, Crypto
No hidden fees. We grow when you grow.
Absolutely. Your funds remain in your brokerage account under your control. We’ll manage your portfolio with only the trading permission, we’ll decide which positions need to be closed to make available your withdrawal money.
Simply send us your request related to your money management below...
