Personalise your investment portfolio
Building wealth isn’t one-size-fits-all. Your financial needs are unique, and our personalised investment offering is designed to reflect just that.
Diversify beyond your employer stock
Many Big Tech employees find themselves overexposed to their employer’s stock, putting too much of their wealth in one place. Our custom indexing solution helps you invest more strategically, reducing overlap with the stock you already hold and creating a more balanced, portfolio construction for long-term growth.
Balance industry exposure in your portfolio
If you’re already heavily invested in a specific sector, or just prefer to avoid it altogether, you can exclude an entire industry from your portfolio. Choose from nine industries to remove - Sidekick adjusts your weighting across the remaining sectors to keep your portfolio balanced and efficient.
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Invest on your terms with full transparency
Your investment strategy should reflect what matters to you - without compromises. Exclude practices that don’t align with your values, whether it’s polluters, animal testing or sin products. Take control of your investments with a portfolio that’s both strategic and personally meaningful.
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Please remember, investing should be viewed as longer term. Your capital is at risk - the value of investments can go up and down, and you may get back less than you put in.
Remove a company
Maybe you’re already over-exposed to a specific stock like Meta, or simply prefer to avoid it.
Remove a sector
Heavily invested in tech? Exclude it from your portfolio to help balance your investments.
Remove a category
Skip whole categories of companies if their business practices don’t align with your values.
Powerful personalisation features
Sidekick experts have carefully replicated the S&P 500 with individual stocks, giving your direct ownership of the leading U.S. companies. From there, you can apply customisation filters to exclude specific stocks.
Why add a Custom Index to your portfolio?
Our dedicated team is focused on maximising your wealth.
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Direct ownsership
Each stock is held directly in your name, giving you clear visibility into what you own.
Flexible customisation
Enjoy the control of investing on your own terms - personalising your portfolio around your preferences.
Lower minimums
Direct indexing has traditionally been out of reach. Sidekick makes personalisation more cost-effective.
Get set up quickly
Your new way to wealth starts here
Modern tools. Human expertise. More control.
Any questions on Custom Index?
Quick answers to your top questions
Who is the Custom Index designed for?
The Sidekick Custom Index is designed for investors who want long-term exposure to equity markets while tailoring their investments to reflect personal preferences or existing exposures.
It is typically suited to long-term investing, often five years or more, where short-term volatility is acceptable.
What’s the difference between a Custom Index and a standard global equity portfolio?
With Custom Index, you get:
1. US equity market exposure as a starting point
2. The ability to exclude specific companies or sectors
3. A rules-based, long-term approach rather than stock picking
4. Regular rebalancing by Sidekick
A standard global equity portfolio does not include personalisation and is designed to closely follow market returns.
Will my Custom Index outperform the market?
There is no guarantee that a Custom Index will outperform the market.
Personalisation choices can cause your returns to differ from the broader index, positively or negatively. The goal is alignment with your preferences, not market outperformance.
How often is my Custom Index rebalanced?
Your Custom Index is monitored on an ongoing basis and rebalanced monthly to maintain its intended structure and reflect changes in the underlying index.
Rebalancing is done in line with the product’s rules rather than short-term market movements.
What are the fees for the Custom Index portfolio?
We try to be as transparent as possible about our fees and to keep costs down. Here is a link to our full fees and charges schedule.
To summarise, for the All Weather portfolio, we charge 0.50% AuM-based fees per year. This is charged as a percentage of your investment amount, and is billed monthly.
In addition, we pass through some additional trading and product, government and ancillary fees, which we call 'Portfolio Expenses'. For Custom index, we estimate this to be 0.10%. This includes:
- Market Spread: When we buy and sell assets on your behalf, the value of the price we pay will be impacted by "market spread". This is the difference between the price to buy and the price to sell - this can have have an impact on fees.
- Government or ancillary costs: E.g. US SEC Fee: $8 per $1 million with a minimum fee of 2c (applied when selling US shares)FINRA TAF Fee: $0.000130 per share (up to a max of $6.49 per trade). These pass-through fees are subject to change and will be adjusted according to modifications by the Regulatory Authority