THEMATIC STRATEGIES

ARTIFICIAL INTELLIGENCE LEADERS

Asset Class: Equities

Risk Level: High
Base Currency: USD

Inception Date: June, 2023

Minimum Investment: $250,000​

The Artificial Intelligence Leaders strategy seeks to achieve long-term capital growth by investing in a concentrated portfolio of approximately 35 companies positioned to benefit from advancements in AI, including Generative AI, machine learning, and deep learning. Invests across the entire AI value chain, from infrastructure and service providers to consumer and enterprise applications.​

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ETF THEMATIC MODEL PORTFOLIO

Asset Class: ETF

Risk Level: High
Base Currency: USD

Inception Date: February, 2020

Minimum Investment: $100,000​

The ETF Thematic Equity Portfolio seeks to capitalize on high-growth opportunities by investing in disruptive themes that are reshaping industries through technological advancements, demographic shifts, and evolving consumer behavior. Invests in themes such as artificial intelligence, semiconductors, biotechnology, real estate, infrastructure, the American industrial renaissance, cloud computing, and financial innovations. Designed for investors seeking exposure to innovative industries with strong growth trajectories.​