Make your child's dream of studying abroad a reality
Make your child's dream of studying abroad a reality
Make your child's dream of studying abroad a reality
Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts.
Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts.
Safeguard your child's foreign education fund from local currency fluctuations by investing in stable dollar-denominated accounts.
How it works
How it works
How it works
1. We calculate costs
1. We calculate costs
1. We calculate costs
We’ll help you estimate the future cost of college, accounting for inflation and rising expenses, and determine how much you need to save each year to achieve your goal.
2. View your plan
2. View your plan
2. View your plan
We’ll review your savings plan in detail during a personalized call. Our experts can also address any tax or cross-border investment questions you may have.
3. We manage your risk
3. We manage your risk
3. We manage your risk
As college gets closer, our software will automatically adjust your allocations to align with your plan, reducing risk and ensuring you're well-positioned to achieve your savings goals.
Saving early in dollars will help you (and your kids) pay a lot less later
Saving early in dollars will help you (and your kids) pay a lot less later
Saving early in dollars will help you (and your kids) pay a lot less later
Saving early gives your money more time to grow, thanks to the power of compounding. It also allows you to benefit from long-term capital gains, which are taxed at lower rates.
Saving early gives your money more time to grow, thanks to the power of compounding. It also allows you to benefit from long-term capital gains, which are taxed at lower rates.
Built by a team and advisors who have worked at the world's best finance companies
Built by a team and advisors who have worked at the world's best finance companies
Built by a team and advisors who have worked at the world's best finance companies
Pricing
Pricing
Pricing
We charge based on Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees including transaction fees.
We charge based on Assets Under Management (AUM), with a tiered structure that lowers rates as your assets grow. We do not charge any additional fees including transaction fees.
AUM $1,200 - $10,000
AUM $1,200 - $10,000
AUM $1,200 - $10,000
1.00%
1.00%
1.00%
/year
/year
/year
Personalized portfolio
Personalized portfolio
Personalized portfolio
No transaction fees
No transaction fees
No transaction fees
Dedicated financial advisor
Dedicated financial advisor
Dedicated financial advisor
Weekly market updates
Weekly market updates
Weekly market updates
AUM $10,001 - $100,000
AUM $10,001 - $100,000
AUM $10,001 - $100,000
0.80%
0.80%
0.80%
/year
/year
/year
Personalized portfolio
Personalized portfolio
Personalized portfolio
No transaction fees
No transaction fees
No transaction fees
Dedicated financial advisor
Dedicated financial advisor
Dedicated financial advisor
Weekly market updates
Weekly market updates
Weekly market updates
AUM $100,001 and above
AUM $100,001 and above
AUM $100,001 and above
0.60%
0.60%
0.60%
/year
/year
/year
Personalized portfolio
Personalized portfolio
Personalized portfolio
No transaction fees
No transaction fees
No transaction fees
Dedicated financial advisor
Dedicated financial advisor
Dedicated financial advisor
Weekly market updates
Weekly market updates
Weekly market updates