Sarwa currently offers personalized portfolios based on clients’ unique risk tolerance - basically how much risk you would like to take on.

Our algorithms ensure clients have a portfolio that fits a level of risk they're comfortable with.
The main portfolios range from Ultra-Conservative to Growth portfolios. If your risk profile falls in-between these classifications, there are more specific allocations available as well. For example, we have an "ultra-conservative/quasi bank option" available for clients who would like to avoid high volatility and benefit from above-inflation expected returns.

All portfolios are composed of Blackrock and Vanguard ETFs. These ETFs which are constructed by two of the most well-respected investment managers give clients access to the global market and efficiently achieve diversification.

You can check out the top holdings in each of our portfolios here
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