Access Wealth | Public Market Offerings

Public Markets, Simplified

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Model Portfolios for
long-term, passive investing

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Partnership with

In the long run, a proven method to generate returns from public markets is to invest passively and consistently in broader indices. We’ve partnered with Vanguard, one of the largest asset managers in the world, to offer their model portfolios that allow you to execute this strategy with ease and discipline, in accordance with your risk tolerance, and at 0% additional fees charged by Access.

*The investor would be subject to trading fees charged by Interactive Brokers and expense ratio by Vanguard, however Access is not charging any fees to the investor for this offering.

Growth

80% Equity | 20% Bonds

Returns

8.9%

Volatility

11.5%

Balanced

60% Equity | 40% Bonds

Returns

7.1%

Volatility

9.1%

Defensive

40% Equity | 60% Bonds

Returns

5.3%

Volatility

6.9%

*Above data represents the averages during life times of the funds 2012-2024 for detailed back test data visit Vanguard.
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Equity and bonds allocation done through investment into Vanguard ETFs, please refer to each product page for more details about underlying ETFs and allocations.

Or, invest directly into 3,000+ securities.

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The security of your assets
is our prime concern.

When entrusting your money to a custodian, it is crucial to ensure they are secure and resilient in both favorable and unfavorable conditions. Interactive Brokers is a large global brokerage institution with $15.2bn in equity capital and over $10.9bn in excess capital above regulator requirements.
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Your offshore account is opened directly in your name with Interactive Brokers which is covered by SIPC.
For further details click here

Nasdaq

Listed

$15.2B

Equity Capital

$10.9B

Excess Regulatory Capital

2.92M

Client Accounts

$2.39M

Daily Avg. Trades

74.3%

Privately Held

Designed to simplify your investment experience

Dollar Cost Average

Stay aligned with your long-term allocation strategy with recurring investments that are allocated automatically, bringing you closer to your target allocations.

Performance Analytics

Get a precise understanding on the performance of your portfolio - so you can learn from it and improve.

Portfolio View

View your holdings within the portfolio to have complete transparency of how the portfolio is evolving.

Auto Rebalancing

Model portfolios are auto-rebalanced when you invest to ensure your capital is working in alignment with your long term allocation targets.

Portfolio View

Model portfolios are auto-rebalanced by Access to ensure you’re always as close to long-term allocation targets.

Portfolio View

Model portfolios are auto-rebalanced by Access to ensure you’re always as close to long-term allocation targets.

Already have a portfolio, and want to switch to Access?

Apply to access

Frequently Asked Questions

What are model portfolios and how do they work?

Model Portfolios allow customers to gain exposure to the global stock and bond markets through Vanguard ETFs. These portfolios follow Vanguard's allocation recommendations to ensure optimal exposure. When you invest, your funds are allocated to the underlying ETFs to bring you as close to the Vanguard allocation targets as possible.

What is the difference between the Growth, Balanced, and Income portfolios?

These portfolios have the same universe of ETFs to build exposure to global markets; however, allocation weightings to each ETF change to achieve the overall equity and bond allocations and risk and return targets from each relevant Vanguard Model Portfolio.

What are the fees associated with investing in Public Markets?

The only fees charged are the IBKR trading fees, which can be reviewed using the link here. Your account will be based on the IBKR Pro - Fixed pricing model.

What are the fees associated with investing in model portfolios?

Access charges no fees for the construction or management of this portfolio; only Interactive Brokers trading fees will apply when the customer buys or sells equities or during a forced rebalancing. If the models breach a 5% variance from the target allocation, we will provide the customer an option to trigger a rebalancing, which will involve buy and sell orders to execute. This is unlikely to happen if you continue to dollar cost average into the model portfolios. The Vanguard ETFs also do charge fees.

How often are the model portfolios rebalanced?

If the models breach 5% variance from the target allocation we will trigger a rebalancing notification to you which if exercised will generate buy and sell orders. This is unlikely to happen if you continue to Dollar Cost Average into the model portfolios.

I already have a brokerage account elsewhere - can I move those assets to Access?

Speak with an Access representative here to share your details and we will do our best to help

Do I need to use model portfolios or can I invest directly in the public markets?

You do not need to use model portfolios, this is simply one option. Should you wish to invest in public markets directly, simply place your order for execution by Interactive Brokers via the Access Platform.

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Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Access Technologies Opco Limited. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website. The Interactive Brokers logo is a registered trademark of Interactive Brokers LLC. ®