Investment Plans

Choose the strategy that aligns with your financial goals. All plans are professionally managed and benefit from institutional risk oversight.

Income Portfolio
6–8% p.a.
  • Minimum Investment: $500
  • Risk Level: Low
  • Lock‑up: 6 months
  • Monthly Income Distributions
  • Focus: Fixed Income & Private Credit
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Balanced Portfolio
8–10% p.a.
  • Minimum Investment: $5,000
  • Risk Level: Moderate
  • Lock‑up: 12 months
  • Quarterly Distributions
  • Focus: Equities, Bonds & Real Estate
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Growth Portfolio
10–14% p.a.
  • Minimum Investment: $25,000
  • Risk Level: Moderate‑High
  • Lock‑up: 18 months
  • Bi‑annual Distributions
  • Focus: Global Equities & Private Equity
Choose Plan
Private Portfolio
Custom p.a.
  • Minimum Investment: $100,000
  • Risk Level: Tailored
  • Lock‑up: Customizable
  • White‑Glove Service
  • Focus: Bespoke Multi‑Asset Strategy
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Important Information: The target returns shown are net of management fees and are based on historical back‑tested performance of similar strategies. Actual returns may vary. All investments carry risk, including the possible loss of principal. Please read our Risk Disclosure and Terms of Service before investing.