You’re six easy steps away from making your best investment decision ever.
The portfolio composition, fees, and target performance shown on this page all respond to your inputs. Certain options may be disabled for you depending on our assessment of your risk profile.
5. Review and adjust your portfolio
Your selections
Objective:Your bull market portfolio composition (%)
Your blended management fee
Your target* net annual return and volatility
Your target* net annual return and volatility
*Target return and volatility estimated from weighted average historical performance of selected portolio components, net of all applicable pro forma fees. PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.
6. Take the next step
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Please acknowledge your review of our investing approach and your agreement with our managed account agreement
Huygens Managed Account Agreement | Acknowledgment: I agree to the terms of the Huygens managed account agreement | |
Huygens investing approach |
Acknowledgment: I have reviewed Huygens's descriptions of its approach to passive and active investing | |
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- Huygens acts as investment advisor to your account
- Interactive Brokers acts as broker, providing our model portfolio management platform and your account reporting
- Interactive Brokers acts as custodian of your account
Traditional reg-T margin brokerage account
Tax deferred retirement accounts
- Traditional IRA
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- SEP - Simplified Employee Pension