Introducing

Delivering Superior Investment Results

Ml ASSET CHAIN is an investment platform first. There are over 6,000 stocks and ETFs that you can buy and sell, commission-free. We offer basic stock and ETF research, but nothing fancy. We also provides pre-made model portfolios, margin lending and a high yield cash account. One of our favorite features are the Ml model portfolios or Pies. You can buy or sell these groups of investments, or Ml pies, commission-free. Additionally, there are no management fees, except a small monthly charge for accounts worth less than $10,000. There's one click rebalancing, back to your pre-decided asset allocation or percentage of stocks or investments

You can research the 3,700 stocks with a variety of screening metrics including market cap, PE ratio, dividend yield and sector. ETF investors can screen for funds by assets, dividend yield, expense ratio and categories. Those seeking crypto exposure can buy and sell Bitcoin, Ethereum and Litecoin. Serious crypto investors will likely prefer a platform devoted to digital currency investing. Are these your best screeners? No. Those seeking in-depth screening and 3rd party research will prefer another investment platform. Fidelity, in our opinion, provides the best stock, ElF, mutual fund and bond screeners, along with 3rd party research. The model portfolios or Ml Pies differentiate this investment platform. They're similar to a robo advisor in that they're pre-made portfolios. But unlike robo-portfolios where you complete a short questionnaire and then are presented with a recommended portfolio, at Ml you select your preferred model portfolio.

Business

Business Principles

Our people are guided by our business principles, and our strategies operate according to our unifying investment philosophy.

Market Research

Our research revolves around enumerating the elements required for success and identifying investment candidates through which we seek to satisfy those requirements.

Excellence

Our goal is excellence in investing. To us, this means achieving attractive returns without commensurate risk.

Ethical Personnel

A harmonious workplace and a spirit of cooperation are indispensable; personnel turnover, office politics and unhealthy competition are to be guarded against.

Common Interests

To achieve commonality of interests with our clients, we pay strict attention to potential conflicts of interests, avoiding them if possible and dealing fairly with them if not.

Client Communication

Communication with clients must meet their needs and strengthen our relationships with them. We want every client to thoroughly understand our philosophy, approach, actions and results.

Profitability

Our firm’s profitability must stem from doing all of the above. Everest is run for the benefit of its clients and their constituencies, as well as for its owners and employees.

Key Market Stakes