In this webinar, hear from our leaders, Samuel Rhee, Chairman and CIO, and Gregory Van, CEO, to understand how our singular focus on our clients’ success spurs us on to provide the best-in-class advice, access and fees across our platform and services. Understand how our Cash and SRS portfolios can help you achieve the investment success you deserve, when we access the most suitable product for reputable fund managers like Dimensional, PIMCO and Vanguard. Read more about our portfolio change here.

3:43 Introduction about Endowus

14:05 About the New Endowus Cash & SRS portfolio

17:43 Our commitment to strategic passive asset allocation

27:52 The new portfolio, and the fees

32:10 Understanding FX denomination and hedging and how it benefits you

45:16 Historical performance of portfolio

53:03 Why we believe in a passive allocation strategy, and why we don’t invest in just S&P 500

57:05 The security of your money

58:57 How we only act in your best interest through rebate of trailer fees

1:06:55 Endowus versus Unit Trusts providers, versus Roboadvisors

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