Money Management

Our Structure

Separately Managed Account

Transparency

Full access to your portfolio at anytime since it's in your name at the broker.

Liquidity

Unlike a hedge fund there are no lock-ups, you can withdraw at anytime with 30 days notice.

Begin Any Time

No need to wait for each quarter, begin and fund at anytime during the investing year

Four Requirements for Potential Investors

1.

Minimum $1,000,000 required, with some special situations at $500,000.

2.

24-36 month mindset for investing to allow portfolio positions to mature.

3.

Must be an accredited investor and meet the net worth rules to participate.

4.

Ability to begin/fund the account within 30 days of the initial call with us.

If you meet the above-mentioned criteria, please enter your information below:

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Accredited Investor Status - Do you (or does your organization) qualify as an “accredited investor” in accordance with Rule 501(a) of Regulation D of the Securities Act of 1933? Along with other criteria, an accredited investor has an income more than $200,000 ($300,000 together with a spouse) or a net worth over $1 million, excluding the value of the person's primary residence.

Yes No

Qualified Client Status - Do you (or does your organization) meet the definition of a "qualified client"? The general requirements for a qualified client is a $2.1M net worth excluding the value of your primary residence or an investment of at least $1 million with the advisor.

Yes No

Qualified Purchaser Status - Do you (or does your organization) qualify as a "qualified purchaser" in accordance with Section 2(a)(51) of the Investment Company Act of 1940? Along with other criteria, a qualified purchaser is an individual, family office, or trust that owns $5 million or more in investments.

Yes No

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