After we learn a bit about you, we can tailor a portfolio to meet your needs.

The portfolio composition, fees, and target performance on this page all respond to your inputs.

 

1. Tell us about you


  • I am years old

  • My investable net worth is at least $

  • I'm considering investing at least $ with Huygens

  • I need to use this money in years


2. Select your investment objective





3. Pick your passive portfolio components (Learn more)


Passive ETF portfolios

I prefer to have no passive portfolio
Simple cap-weighted index ETF portfolio (annual mgmt fee: 0.40%)
Smart beta index ETF portfolio (annual mgmt fee: 0.55%)

Passive portfolio geographic exposure

U.S. stocks and government bonds only
U.S. and international stocks and government bonds


4. Pick your dynamic portfolios (Learn more)


5. Review and adjust your portfolio

Your selections

Objective:


Passive indexing:

No passive portfolio
Cap-weighted ETF portfolio (annual fee: 0.40%)
Smart beta ETF portfolio (annual fee: 0.55%)

Passive portfolio geographic exposure:

U.S. stocks and government bonds only
U.S. and international stocks and government bonds

Your portfolio composition (%)

Dynamic portfolios:


Your blended management fee

Your target net return and volatility

Your target net return and volatility


6. Take the next step

 
 

Please provide your name and email address

First Name is required

Last Name is required

Please acknowledge your review and agreement with our managed account agreement

Managed Account Agreement Acknowledgment: I agree to the terms of the managed account agreement


The following are additional documents for your review

Huygens Strategies Overview
Huygens Capital Forms ADV Parts 2A & 2B
Privacy Policy

Clicking 'Open account' will take you to our account opening page, where you will open an investment account managed by Huygens Capital and custodied at Pershing and Motif Investing.