Intelligent Wealth, Navigated.
Portfolio by Eastern Securities uses our decades of investment expertise to build and manage your portfolio intelligently and automatically.
Features
Sophisticated investing,
simplified
Strategy leverages institutional-grade technology to provide you with curated investment strategies.
Your portfolio is continuously rebalanced to maintain optimal allocation.
Sophisticated algorithms protect your investments from market volatility.
No lock-up period or exit fees.
Funds are fully personal, secured and not pooled with other investors.
Start building wealth in four simple steps
Open a Strategy Account
Complete the Client Account Information Form with your details and investment goals.
Choose Portfolio Strategy
Pick a strategy that fits your goals, timeline, and risk appetite.
Fund Your Account
Transfer funds securely and start investing once funds are credited.
Watch Your Wealth Grow
Strategy manages everything automatically such as rebalancing and dividend reinvestment.
Choose your investment strategy
Select from professionally designed portfolios matched to your risk tolerance and financial goals.
Dividend Income
Medium RiskFocused on the highest dividend paying growth stocks.
* as of March 2026
Thematic
Medium RiskInvest directly into the top companies of each sector for targeted investng.
Growth
Higher RiskAggressive growth strategy for maximizing long-term returns.
Ready to let your wealth work for you?
Join thousands of investors who trust Strategy to grow their wealth automatically.