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Smarter Investing Starts Here
At Portfoly.Net, we don’t just report the 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.
Personalized Portfolio Management
We create tailored stock portfolios based on your financial goals, risk appetite, and market conditions. Our hands-on strategy combines technical analysis with smart diversification to ensure you’re positioned for long-term success.
Real-Time Market Monitoring
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.
Risk Management & Optimization
We apply industry-standard risk management frameworks to preserve capital and optimize gains. From sector exposure limits to stop-loss triggers, your portfolio stays agile without unnecessary risk.
Monthly Performance Reports
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.
Retirement Portfolio Planning
We help you create a retirement investment strategy that balances risk and stability, tailored to your age, timeline, and income goals. Whether you’re 10 years away or retiring soon, we structure your investments for long-term security.
Income Generation for Retirees
Already retired? We’ll optimize your portfolio for income generation using dividend-paying stocks, bonds, and low-volatility assets. Our goal is to provide reliable income while preserving your capital.
FAQs
What is your trading behavior?
We won’t build your portfolio by short term trading or day trading. We always believe in long term trading.
How do you manage risk in portfolio?
Actually, we are active managers. So, we’ll diversify your portfolio by investing in different stocks to minimize your overall risk.
Which stock brokers do you require?
We require the highly regulated brokers based on your choice. We prefer Interactive Brokers most.
How will I give you access in my brokerage account?
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
Is there a minimum investment required to get started?
Yes, the minimum investment amount for our portfolio management service is $10,000. You’ll deposit in your brokerage account.
How is the monthly fee charged?
Fees are charged at the end of each month, based on your current portfolio balance.
| Investment Range (USD) | Monthly Management Fee |
|---|---|
| $10,000 – $100,000 | 0.10% of capital * |
| $100,001 – $500,000 | 0.09% of capital |
| $500,001 – $1,000,000 | 0.08% of capital |
| Over $1,000,000 | 0.07% of capital |
* Minimum monthly management fee is $30.
What are your payment methods?
US bank deposit, Zelle, Crypto
Is there any hidden fees?
No hidden fees. We grow when you grow.
Can I withdraw funds anytime?
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 trades need to be closed to make available your withdrawal money.
Client Testimonials
“I was hesitant to hand over control of my investments, but Portfoly.Net proved to be a smart move. Their monthly reports and consistent communication made me feel secure and informed every step of the way.”
Jessica Tan, Corporate Executive
“I’ve seen steady growth without having to monitor the market every day. The team’s strategy is conservative but effective — perfect for my mid- to long-term goals.”
Raymond Lee, Retired Entrepreneur
“Portfoly.Net isn’t just a portfolio manager — they’re a financial partner. The team takes time to explain strategy, respond to questions, and most importantly, they deliver results.”
Mina Patel, Real Estate Investor