Enhance the way you invest with Hampton Wealth Bionix
Hampton Wealth Bionix is an online investment advisory service that constructs, monitors, and rebalances portfolios for individual investors.
- Helps you develop savings and income goals
- Get top risk Intelligence built with scientific credibility
- Builds an institutional caliber portfolio with 40 assets classes
- Interval Funds complement ETFs and Mutual Funds
- Complete transparency and no cash drag either
- Digital signatures streamline the enrollment process
We can rebuild the way you invest...
We have the technology... We have the capability...
Hampton Wealth BioniX can make your portfolio better than it ever was before, by proactively attempting to:
- protect on the downside,
- participate on the upside, and
- reduce correlation to publicly traded markets.
Hampton Wealth BioniX uses advances in artificial intelligence to stress-test its “super-models” in ways that only pension funds, university endowments, insurance companies, and sovereign wealth funds can.
Over a full market cycle, the Endowment Model marries traditional investing with the parallel universe of alternative strategies, to push the efficient frontier northwest of where you are today.
Democratization of investing begins here...
Now, Hampton Wealth BioniX bring you difficult-to-access investments in a semi-liquid format that were previously available for only accredited investors and qualified purchasers.
To build and manage your account, Hampton Wealth Bionix uses advanced algorithms and professional insights to bring together a differentiated portfolio comprised of up to 40 asset classes — which include:
- not only “the usual”: stocks, bonds, commodities, and real estate — BUT also
- alternative assets, such as global infrastructure, managed futures, and listed private equity, as well as
- sophisticated strategies, like long-short, event-driven, global macro, and relative value.
Endowments are designed to last into perpetuity, so investors should have a commensurately long term horizon. However, if emergencies arise, you can withdraw money during the quarterly window.
Transparency and value-based pricing:
No hidden costs. No kickbacks. No cash drag either.
Studies show that fees matter, but they are not the sole determinant. Low downside capture and high manager ownership historically provide the trifecta for outpacing index funds as well as actively managed peers. (Click here for a detailed study conducted by the American Funds).
The reality is that liquid alternative assets and strategies cost more than traditional investments, because they are different animals. Nonetheless, Hampton Wealth Bionix will manage to keep operating expense ratios at or slightly below average.
While robo advisors are a modern way to get started, most investors still prefer human contact to discuss risk management, as well as other more complex financial planning topics.
As your assets grow, our desire is to graduate you from machine investing by providing more value-added, human support services:
|$5,000 - $24,999||0.38%||no human interaction|
|$25,000 - $49,999||0.55%||one annual review|
|$50,000 - $74,999||0.70%||two semi-annual reviews|
|$75,000 - $99,999||0.85%||meet 3x per year|
|$100,000+||1.00%||Congratulations! Meet quarterly.|
Of course, if you prefer to “just” have pure investment management and no human contact, then our management fee remains only 38 basis points!
Here's what a financial advisor can do to help an investor potentially earn up to 3% more per year.
Serve as your behavioral finance coach
Take into consideration more complex situations
Rebalance your portfolio semi-annually
Minimize your taxes
If you have time for sushi, then you have time to start investing with Hampton Wealth Bionix.
Get started in 4 easy steps:
- Answer a few key questions regarding:
- Your initial investment
- Your risk tolerance
- Desired retirement date
- Savings contributions
- Cash withdrawals after retirement
- Adjust the parameters until you are comfortable with the trade-offs.
- Accept the parameters and see the recommendations.
- Fill out and digitally sign all the enrollment forms.
Then Hampton Wealth BioniX springs into action. Monitoring your progress is just a tap away. We know you are on the go, so we will always be at your side.
© Hampton Wealth Management, LLC. All Rights Reserved.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
Cambridge Investment Research Advisors, Inc., (Registered Investment Adviser), Cambridge Investment Research, Inc. (Registered Broker/Dealer), or an agent of either may only transact business in a state if first registered, excluded, or exempted from state broker-dealer, investment adviser, broker-dealer agent or Investment Adviser agent registration requirements; follow-up and/or individualized responses to persons in a state by any of the above that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, broker-dealer agent or investment adviser agent registration requirements, or an applicable exemption or exclusion.
Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser
- New Jersey
- North Carolina
- South Carolina
- West Virginia
Cambridge and Hampton Wealth Management, LLC are not affiliated.
Investing in securities (including the models advertised herein) involves risk of loss. Further, depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
Hampton Wealth Management, LLC
One Pine Corporate Center, Suite 200
6021 Wallace Road Extension
Wexford, Pennsylvania 15090
TEL: 412.600.2725 | FAX: 412.366.5999