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The future is here and and many industries are ripe for disruption. We designed the FAIR Tech portfolio to take advantage of the growth in the Fintech, Artificial Intelligence and Robotics sectors.

FINTECH

FINTECH

Traditionally, financial firms relied heavily on employees to provide products and services to consumers. These days, Fintech (Financial Technology) allows these same financial institutions the necessary technology to help reduce costs, identify risk exposure and improve the client experience. Our Fintech holding are comprised of companies which are innovating established industries like investing, lending, wealth management, tax preparation, insurance, payments, and fundraising.

ARTIFICIAL INTELLIGENCE

ARTIFICIAL INTELLIGENCE

Artificial Intelligence, better known as AI and sometimes called machine intelligence, is intelligence demonstrated by machines, unlike the natural intelligence displayed by humans and animals.1 As this technology continues to improve, it can be applied to and will disrupt many different sectors. Our AI holdings are made up of companies that will help revolutionize the healthcare, computing, financial and auto industries.

ROBOTICS

ROBOTICS

Automation in the manufacturing and industrial industry is on the rise and the makers of highly intelligent and sophisticated robots are in demand. As the capabilities of robotics have advanced, they have helped increase production as well as lower costs for manufacturers. Our Robotics holdings are a basket of companies that are leading the change in automating many different sectors.

Invest In The Future

The FAIR Tech portfolio is designed for investors who are looking to invest in high growth potential in Fintech, Artificial Intelligence and Robotics companies that will disrupt today and shape the future. This is not an ETF or Mutual Fund. We purchase individual companies and actively manage this portfolio for our clients, while we look for new opportunities in these sectors. You will own the individual positions that we invest in.

There is a $25,000 minimum for this actively managed portfolio. It has a monthly investment advisory fee of 0.07%, which is deducted directly from your account at the end of every month.2 Simple, just the way it should be!  


Current Allocation (as of 5/30/24)

Current Allocation (as of 5/30/24)

Fintech: 26%

Artificial Intelligence: 51% 

Robotics: 23%

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1 Artificial intelligence - Wikipedia - https://en.wikipedia.org/wiki/Artificial_intelligence

See your Advisory Agreement for more details