AGILE CAPITAL is a privately held SEC Registered Investment Management firm founded 2014 providing Seperately Managed Accounts (SMA's) to Individual Investors and Institutional Investors. because Agile uses the latest technology our Invesment Services provided are the most cost effective available in the marketplace. Agile Capital US was founded to offer clients dynamic investment in various asset classes and takes advantage of relative price disparity through rebalancing and allocation.
Individual Investors from novice to expert use Agile Capital's calculating their risk assessment using Riskalyze to initially establish their portfolio. They track their Financial Holdings wherever they are held through our Agile Money. Clients choose their custodian, Agile Capital recommends TD Ameritrade. Portfolio performance is reported to several firms such as Morningstar, Envestnet, Informa.