We meet and chat with you to provide you guidance on which investments make sense for you and your goals. We then invite you to join our platform to view upcoming offerings that are aligned with your goals.
We believe it is important to invest in more than just stocks and bonds. We help you diversify your portfolio with commercial real estate assets, digital blockchain funds, and other alternative offerings which allow you to diversify your portfolio all in one place.
If you decide to invest with us on a specific project, we provide you with subscription documents and a private placement memorandum for your review. You then wire your committed amount to an escrow account in exchange for shares of the investment.
We provide quarterly updates on the project and business plan. We then issue monthly or quarterly distributions on cash flow based on the performance of the investment and your preferred returns. We will provide K-1s at the beginning of every tax year, showing your income and depreciation losses to help offset your actual cash flow.