FAQs

What goals can I set?

Set short and long-term goals like home ownership, retirement planning, and building generational wealth.

How is risk managed?

We use a dynamic investment strategy tailored to your maximum risk tolerance, mixing stocks, bonds, crypto, and alternative lending.

What are the reward levels?

Rewards include Standard Service under $100k with email support, Enhanced Service $100k-$500k with phone support and capped fees, and Premium Service over $1M with personalized consultations.

Are management fees capped?

Yes, for investments between $100k and $500k, management fees are capped at 0.2%.

What support is offered?

Support varies by investment level, from email only to phone support and personalized wealth management consultations.

Get in Touch Today

Reach out for personalized goal and investment support.