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Mandate Selection

Investment Plan

A professional presentation of the plan structure with clearer suitability language, risk disclosure, and client-focused explanations.

Investment Plan

Entry mandate

Basic

Conservative allocation size for first-time clients beginning a structured investment relationship.

Range: $100 – $2,999

ROI: 3% daily for 30 days

All investment activity requires suitability review. Returns are not guaranteed and capital is at risk.

Discuss mandate

Balanced mandate

Gold

Precious metals exposure for clients seeking a hedge against inflation and market volatility.

Range: $7,000 – $11,999

ROI: 25% weekly for 6 weeks

All investment activity requires suitability review. Returns are not guaranteed and capital is at risk.

Discuss mandate

Balanced mandate

Real Estate

Property-linked themes with emphasis on valuation, liquidity, and project-level discipline.

Range: $12,000 – $24,999

ROI: 15% daily for 6 days

All investment activity requires suitability review. Returns are not guaranteed and capital is at risk.

Discuss mandate

Alternatives

Oil & Gas

Energy-market exposure for sophisticated clients who understand commodity volatility.

Range: $25,000 – $1,000,000

ROI: 18% daily for 7 days

All investment activity requires suitability review. Returns are not guaranteed and capital is at risk.

Discuss mandate

Risk and suitability disclosure

Plan information is provided for client review and suitability discussion. Investment values can rise or fall, market conditions may affect outcomes, and no return should be treated as guaranteed before review by the private client desk.