Entry
mandate
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.
Growth
mandate
Equity-led exposure for clients seeking a
stronger public-market allocation framework.
Range: $3,000 – $6,999
ROI: 19% weekly for 6 weeks
All investment activity
requires suitability review. Returns are not guaranteed and capital is at risk.
Balanced
mandate
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.
Balanced
mandate
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.
Alternatives
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.
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.