Most wealth managers sell you pre-packaged portfolios: "conservative," "balanced," "aggressive." You get what they decided, not what you need.

We built something different.

Four systematic funds. Each does one thing exceptionally well. You stack them however your situation requires. Need a growth engine? 100% Apex. Want income and stability? Some Terra, Some Polaris.

Your allocation. Your decision. Our execution.

Four Funds.
Stackable Architecture.

Meet the Funds

  • The growth engine. Systematic global equity exposure for clients who understand volatility and want long-term capital appreciation.

    What it does:

    • Systematic quantitative equity positioning

    • Global diversification across sectors and regions

    • 23/5 execution and monitoring

    • High conviction, high transparency

    For growth seekers who can handle volatility

    Asset Class: Global Publicly Traded Securities

  • The foundation. Income-generating real estate for predictable growth and structural stability.

    What it does:

    • Income-generating properties across jurisdictions

    • Conservative leverage, professional management

    • Boring by design

    For income seekers who want predictable cash flow

    Asset Class: Real Estate

  • The constant. Fixed income positioning for stability, liquidity, and downside protection when markets panic.

    What it does:

    • Government and corporate bonds

    • Liquidity reserve and downside cushion

    • Capital preservation focus

    • Actively managed futures overlay to optimise for stable returns

    • The fund you're grateful for in crashes

    For anyone who needs stability and liquidity

    Asset Class: Fixed Income, Futures

  • The complete portfolio. All-weather allocation across equities, real estate, and fixed income with systematic rebalancing.

    What it does:

    • Systematic allocation across all three asset classes

    • Dynamic rebalancing based on market conditions

    • One fund, complete diversification

    • Set it and let it run

    For clients who want comprehensive simplicity

    Asset Classes: Multi-Asset

SEE ALL FUND DETAILS

How Clients Actually Use These Funds

There's no "right" allocation. It depends on your situation, goals, and risk tolerance. But here are some common approaches:

  • Allocation: 100% Apex
    Profile: Age 45-60, already wealthy, wants maximum
    equity exposure
    Why this works: Pure growth focus. High volatility
    accepted as trade-off for long-term appreciation.

  • Allocation: 50% Apex / 50% Terra
    Profile: Age 55-70, wants growth plus quarterly income
    Why this works: Equity upside combined with real
    estate cash flow. Smoother ride than pure equities.

  • Allocation: 40% Apex / 30% Terra / 30% Polaris
    Profile: Age 50-65, wants diversified exposure without
    daily management
    Why this works: Growth, income, and stability working together. Reduced volatility, maintained upside.

  • Allocation: 60% Terra / 40% Polaris
    Profile: Age 60-75, preservation mode, wants reliable
    income
    Why this works: Income from real estate, stability from
    fixed income. Capital preservation priority.

  • Allocation: 100% Meridian
    Profile: Any age, complex jurisdictional structure, wants
    one decision
    Why this works: We handle all tactical allocation shifts. Complete diversification, systematic management.

  • Allocation: Whatever you decide
    Profile: You have specific views or requirements
    Why this works: It's your portfolio. Mix it however you
    want. Change it whenever you need to.

Changing Your Allocation
Is Simple

Markets change. Your situation changes. Your allocation should be able to change too.

Here's how it works:

Text or email your portfolio manager: "I want to shift from 60/40 Apex/Terra to 50/30/20 Apex/Terra/Polaris."

We execute the rebalancing ASAP. No committee approvals. No questions about why.

Want to go from 100% Meridian to 100% Apex because you're feeling more aggressive? That's your call. We execute it.

No penalties. No judgement.

You're capable of making your own allocation decisions. We're here to guide you and execute them systematically.

We're excellent at systematic execution across these four funds. We're honest about what we can and can't control.

If you need something else, we'll tell you—and probably refer you to someone who does it better.

LET'S TALK