A Tailored Portfolio is a guided way to invest, built for people who want their money working in the background — without needing to manage every decision themselves.
It’s designed around your goals, your comfort with risk, and your timeline, so you can invest with confidence while staying focused on what matters most in your life.
Who it’s for
A Tailored Portfolio is a good fit if you:
Prefer a clear plan over constant decision-making
Want to invest without tracking markets every day
Value structure, discipline, and long-term direction
Want reassurance that your investments match your goals
If you’re looking for peace of mind rather than daily trading, this approach is built for you.
How it works
1. Share your goals
You answer a short questionnaire about your goals, risk comfort, and timeline.
This helps us understand what you’re building toward.
2. Your portfolio is designed
Using your answers, CUSP designs a personalised portfolio shaped by licensed financial expertise, supported by intelligent portfolio systems.
The result is a strategy aligned with your profile — not generic assumptions.
3. Activate your portfolio
To bring your plan to life, you activate your Tailored Portfolio by adding funds.
This allows your strategy to move from planning to action.
4. Ongoing alignment
Your portfolio is continuously monitored and kept aligned with your chosen direction.
You stay informed — without needing to manage day-to-day decisions or market movements.
What you get
A portfolio designed specifically for your goals
Built-in diversification to help manage risk
Ongoing alignment with your chosen risk level
Clear progress tracking once your plan is active