Veteran Owned and Operated
Investment Advisory Firm
SEC Registered since 2015
Separate Account Strategies that make a difference
Public Fund Investment Policy Review and Certification
Cities- Counties- School Districts-Water Districts
Equity Private Placement Distributor
We Have You Covered
supporting the following account types
Dynamic Indices & Portfolios
Agile isn't just a name, it's a methodology. Our dynamic indexes that rebalance to account for changing market conditions. Our research shows this dramatically reduces overall portfolio volatility.
Agile is one of the few managers to incorporate inverse components and automatic movement to cash. This offers the protection of principal and potential opportunity to profit even in market downturns.
Risk management is built into every Agile portfolio. We center our proprietary strategies and approach around this. Choose a risk class that best fits your investment goals.
Trust and Security
Agile Capital, Inc. is a Registered Investment Adviser (RIA), Firm #174102, with the Securities & Exchange Commission (SEC).
We submit information to the SEC yearly for review and compliance.
All client accounts are opened with a trusted third-party custodian. Accounts are held in the client's name and Agile serves as your investment manager.