Why We Started This Company
Portfolio Cafe was started to provide investors with a simple way to follow a model-based approach to investing. Each model is carefully researched and based upon academic research or a proven investment methodology used by institutional investors and hedge funds. Models provide the benefits of both a brokerage account and a mutual fund all in one. Model-investing provide investors with a concise, consistent, unemotional approach to investing that can result in better investment result
What Sets Us Apart
Portfolio Cafe uses the latest brokerage technology that makes buying and selling a model as easy a one click of the mouse. Each model published by Portfolio Cafe is represented by a Ready-to Go basket that can be bought or sold. Investors need only to decide how much they want to buy or sell. Every model is automatically rebalanced and updated as necessary. Finally, Portfolio Cafe models have built in sell rules designed to protect investors from significant market declines and losses.
Our Keys To Success
Studies estimate that there are over 30 million online brokerage accounts representing $2.5 trillion dollars, or 19% of the overall industry. Recently, there has been growing interest in "online advice", a hybrid between online brokerage and full-service firms. Portfolio Cafe is positioned to capitalize on this trend by offering professionally created and managed portfolios that online investors can buy or sell in a single transaction.