Our Wealth Builder Portfolios are reviewed regularly (typically monthly or as needed) by our research team. When necessary, we rebalance the holdings to ensure the portfolio remains aligned with its investment strategy.
Whenever the portfolio’s composition changes, you’ll receive a notification on the app or web platform so you can place the rebalancing orders on time. You will also receive a message on Whatsapp from Ventura as a reminder.
For android only
What are Wealth Builder Portfolios?