8-10% target annual return
Investment Plans
Choose Your Plan
Investment Portfolio Options
Select the investment plan that matches your financial goals and risk tolerance
Starter Portfolio
$10,000
Minimum Investment
-
-
Diversified portfolio allocation
-
Quarterly performance reports
-
Email support
-
Online dashboard access
-
Annual portfolio review
Most Popular
Growth Portfolio
$50,000
Minimum Investment
-
10-12% target annual return
-
Enhanced portfolio customization
-
Monthly performance reports
-
Dedicated account manager
-
Priority phone support
-
Quarterly strategy sessions
Elite Portfolio
$250,000
Minimum Investment
-
12-15% target annual return
-
Fully customized portfolio
-
Weekly performance reports
-
Senior portfolio manager
-
24/7 concierge support
-
Exclusive investment opportunities
Important Note: Target returns are projections based on historical performance and current market conditions. Actual returns may vary and are not guaranteed. All investments carry risk, including potential loss of principal. Management fees range from 1.5% to 2% annually depending on portfolio tier. Please review our complete fee schedule and investment disclosures before investing.
Ready to Start Investing?
Schedule a free consultation to discuss which plan is right for you
Contact Us Today