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Capital Markets Elite Group Managed Portfolios

Have an experienced portfolio manager pick your investments for you

Aim for higher returns with our ETF Asset Allocation Model Portfolios

Take advantage of the knowledge of leading investment experts in the industry

View each of your positions in real time and maintain full visibility and control of your investment.

Investments are at least a 2 year time horizon

No lock-in period or penalties for entry/exit of the portfolio

Capital Markets Elite Group
Managed Portfolios

The Capital Markets Elite Group Managed Portfolios offer an Exchange Traded Funds tactical asset allocation model with a focus on low cost investing through minimal turnover, low volatility and minimal risk through broad diversification and minimized asset correlation with a long-term outlook. With this model, the focus is on capital preservation first, followed by capital appreciation and income generation.

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The benefits of choosing the Capital Markets Elite Group Managed Portfolios

Work with a Financial Advisor or on your own to match your goals, risk tolerance, and timeline to a portfolio that's right for you.

Capital Markets Elite Group Managed Portfolios provides ongoing monitoring and rebalancing to help keep your model portfolio on course.

Benefit from goal-oriented portfolios built on fund recommendations from the professionals our international partners.

Access your account online or via the Capital Markets Elite Group Managed Portfolios App to track your investments, adjust your contribution, and easily update your timeline online.

A range of portfolios for every investor

Asset allocation, diversification, and rebalancing are all part of a goal-oriented investment strategy built on time-tested economic concepts. That's the thinking behind Capital Markets Elite Group Managed Portfolios. It's a smarter approach to investing called Modern Portfolio Theory (MPT) and it influences the approach we take to investment selection.

Whether you want to save for retirement, generate additional streams of income, or manage risk, there's a Capital Markets Elite Group Managed Portfolios model for you. See the quarterly performance of Selective Portfolios.

Simple, transparent and cost effective
Service Fee 2.5% per annum
Trading Commissions X
Entry Fees X
Exit Fees X
Custody Fees X
Conversion Fee 0,2% (for non-Euro denominated positions)
Other Capital Markets Elite Group Fees X


The Service Fee is deducted monthly on a pro rata basis, and the minimum investment is USD 5000.

Capital Markets Elite Group Managed Portfolio Types

Core Portfolios

Diversified portfolios made up of mutual funds or ETFs. Holdings span a broad range of investment styles, sectors, market caps, and regions.

Conservative Portfolio

Weighted toward fixed income with limited exposure to equities to help manage volatility. Ideal for help supplementing retirement or other income needs.

Moderate Portfolio

Designed to produce moderate and consistent returns with lower volatility over time, plus limited exposure to interest rate or equity market risks.

Aggressive Portfolio

Recommended for investors seeking a highly tactical investment approach that leverages opportunities in changing market conditions.