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Carmel, IN 46032

(317) 798-0200

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© 2019 by Agile Capital, Inc. 

 

Legal                                                     

Investing Disclosure                                          

                                        

Form ADV Part 1                                                 Form ADV Part 2

 

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Disclosure:

 

Agile Capital actively manages various indexes.  One CANNOT directly invest in any Agile Index but separately managed accounts that attempt to track the holdings of Agile Indexes and maybe through financial institutions.  Index results do not take into account transaction cost, custodial fees or other fees that may occur in a trading account.  Carefully consider the investment objectives, risk factors, and charges and expenses before investing. This and other information can be found by contacting Agile Capital, Inc. or in the detailed investment disclosures.   Read all disclosures carefully.


Investing involves risk, including possible loss of principal. 

 

Investment comparisons are for illustrative purposes only. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read the product information.

 

Agile Capital, Inc manages investment portfolios. Agile's proprietary quantitiative and technical research aims to lower investment risk for clients in domestic and alternative markets.  Our firm is proudly owned by and employs Military Veterans.

Historically Lower Drawdowns

Active risk management is at the foundation of all our index strategies and portfolios with quantitative analytics that dynamically move to cash and sometimes and inverse holding in long sestemic market downturns.

Lower Correlations

Correlations change over time depending on the market environment.  Agile's active managed indexes offer lower correlation to most existing investments, giving your clients the protection when its needed most.

 Dynamic Indices

Agile isn't just a name, it's a methodology. Agile manages dynamic indexes that rebalance more often to account for changing market conditions.

Built in Capital Preservation

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.

Available in Every Asset Class

The Agile Methodology is not a one trick pony.  Our research demonstrates that over the long term active risk management can make a meaningful difference across all asset classes

Robust and Anti-Fragile

Agile is one of the few tactical managers to incorporate inverse components. This offers the opportunity to profit even in market downturns.