Personal wealth, built to last

Money that grows while you live your life.

Verde builds you a diversified, long-term portfolio, keeps the fees low, and rebalances quietly in the background. No day trading, no noise, no checking it twice an hour.

$2.8BInvested on Verde
0.25%Flat annual fee
190kLong-term investors
Assets held with regulated custodians
Meridian Trust Northfield Apex Clearing Stonebridge Hartwell
Why Verde

Investing that asks almost nothing of you.

Set your goal once. Verde handles the allocation, the rebalancing, and the tax detail, so the only thing left to do is keep adding and wait.

Built for decades, not days

Your portfolio is spread across thousands of companies and bonds, then left to compound. We optimise for the next thirty years, not the next headline.

Rebalanced automatically

When markets drift your mix off target, Verde quietly trades it back and routes new deposits to where they are needed. You never have to lift a finger.

One flat fee, nothing hidden

A single annual fee of 0.25 percent covers everything. No trading commissions, no account minimums, no surprise charges buried in a statement.

Choose your portfolio

Three mixes. One flat fee on all of them.

Pick the risk level you can sleep with. Verde builds it from low-cost index funds, then rebalances it for you, all for the same 0.25 percent a year.

Conservative
For capital you will need sooner
Equity 35Bonds 50Real estate 10Cash 5
5.2%
10-yr avg / yr
Low
Risk level
Open this mix
BalancedMost chosen
A long-horizon default for most investors
Equity 60Bonds 30Real estate 8Cash 2
7.4%
10-yr avg / yr
Medium
Risk level
Open this mix
Growth
For money you can leave untouched for decades
Equity 85Bonds 8Real estate 5Cash 2
9.1%
10-yr avg / yr
High
Risk level
Open this mix
The long view

Patience is the only edge that always pays.

Verde was built on a simple idea. Diversify broadly, keep costs low, and stay invested through every cycle. The numbers below are what that discipline looks like across our community.

$2.8B
Total assets invested
11 yrs
Median holding period
0.25%
Flat annual advisory fee
12,400
Portfolios rebalanced daily