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What are the advantages of tailored portfolios?

Understand why a Tailored Portfolio can help you invest smarter and reach your goals faster.

Updated over a month ago

We know investing can sometimes feel complicated — it’s normal to wonder if you’re choosing the right strategy.

That’s why CUSP offers Tailored Portfolios: expertly designed, automatically managed, and personalised to you.


1. Personalised to Your Life and Goals.

  • Built around your financial goals, risk tolerance, and timeline.

  • Choose from Defensive, Conservative, Moderate, Adventurous, Aggressive, or Shariah-compliant portfolios.

  • Update your risk profile anytime as your goals or circumstances change.


2. Diversification Done for You.

  • Smart mix of stocks, ETFs, bonds, commodities, and real estate.

  • Automatic rebalancing keeps your allocation aligned with your strategy.

  • Helps reduce risk from being concentrated in a single asset type.


3. Guided by Experts, Powered by AI.

  • Access to a financial advisors for human guidance when you need it.

  • Portfolio Analytics tools help you track performance, understand risk, and compare benchmarks.

  • Advanced AI ensures your portfolio evolves with market opportunities while staying within your comfort zone.


4. Clear Financial Benefits.

  • 1% stock bonus on your first deposit (up to $500).

  • Earn up to 2.75% on idle cash — your money works even when not invested.


5. Confidence and Accessibility.

  • Start from as little as $25 — no high barriers or complex requirements.

  • Fully DFSA-regulated and backed by SIPC insurance (up to $500,000)

  • Human + AI guidance ensures you’re never left alone in your investing journey.


    Please refer to our Fees Schedule for more information regarding Fees and Payments.

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