Using leading edge technology and industry-tested investment rules, Nest Wealth creates a low-cost, customized global portfolio built specifically for your life goals. Once you’re invested, we take care of monitoring and rebalancing your portfolio so you can get on with enjoying your life.
Nobody should gamble with their future, so we invest your money across many markets, properly diversified amongst asset classes, for the long term and based on the best empirical research available.
David Swensen, the head of the Yale Endowment Fund, is one of the most recognized professionals in the investment industry. In his book, Unconventional Success, he suggests the following:
We build and manage your portfolio based on Swensen’s three rules.
Let us invest your portfolio like the professionals invest their portfolios.
We're changing the way Canadians invest with the country's first subscription based investment service.Start my investment plan