Sophisticated Investors
You’re an expert at personal finance, and you may even be an investor already. You have a strong understanding of how money moves around us with the resources to match. At this point, you’re mainly looking for opportunities to pad up your portfolio…and that’s okay. This is for the sophisticated folks ready to build their legacy in The Bronx and beyond.
At this level, you have earned yourself the following: $450 in monthly contributions to the General Fund, 4 weekly emails to take on your month with an edge, 8 quarterly consultations to review your goals, 3 professional reports a month (selected based on interest), and valuable introductions to local investors to help you exceed your goals.
NOTE: This level of investment typically generates $5,400.00 in deposits for a value of at least $8,017.70 a year — a 69.0% Effective Annual Rate.
You’re an expert at personal finance, and you may even be an investor already. You have a strong understanding of how money moves around us with the resources to match. At this point, you’re mainly looking for opportunities to pad up your portfolio…and that’s okay. This is for the sophisticated folks ready to build their legacy in The Bronx and beyond.
At this level, you have earned yourself the following: $450 in monthly contributions to the General Fund, 4 weekly emails to take on your month with an edge, 8 quarterly consultations to review your goals, 3 professional reports a month (selected based on interest), and valuable introductions to local investors to help you exceed your goals.
NOTE: This level of investment typically generates $5,400.00 in deposits for a value of at least $8,017.70 a year — a 69.0% Effective Annual Rate.
You’re an expert at personal finance, and you may even be an investor already. You have a strong understanding of how money moves around us with the resources to match. At this point, you’re mainly looking for opportunities to pad up your portfolio…and that’s okay. This is for the sophisticated folks ready to build their legacy in The Bronx and beyond.
At this level, you have earned yourself the following: $450 in monthly contributions to the General Fund, 4 weekly emails to take on your month with an edge, 8 quarterly consultations to review your goals, 3 professional reports a month (selected based on interest), and valuable introductions to local investors to help you exceed your goals.
NOTE: This level of investment typically generates $5,400.00 in deposits for a value of at least $8,017.70 a year — a 69.0% Effective Annual Rate.