Institutions & Professionals
Separate Account Strategies that make a difference
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.
Investment Features
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.

Anti-Fragile

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 Managment

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.

We Have You Covered
supporting the following account types

We invest a great deal in technology and believe having the right tools can make a meaningful difference between success and falling short.

 

As a way to give back and empower the individual, we are offering Agile Money Essentials for free.  

  • Budgeting

  • Connect your bank accounts

  • Goal Planning (college, retirement, special occasions)

  • Investment Tracking

  • All your accounts in one place

  • Available on any device

 

No gimmicks, no credit cards, and no sales calls. Private and secure.

Cutting-edge technology that identifies your acceptable levels of risk and reward.

 

Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Together we can take the guesswork out of your financial future.

3 Simple Steps to Get Started

1. Capture Your Risk Number

2. Align Your Portfolio to Your Risk Number

3. Define Your Goals

27

Indexes
and Institutional SMA options

 5

Portfolios to Chose from

100%

Committed to
Your Success
Agile Updates

Volatility Returns to Markets

23 May 2017

Markets Ignore the Politics

15 May 2017

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How Agile is your Portfolio?
Trust and Security
SEC Regulated

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.

Institutional Custodian

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.

300 E Main St

Suite B

Carmel, IN 46032

(317) 798-0200

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