Up-and-Coming Investors

$250.00 every month

You’re a professional with steady income, and you need time to work on your financial goals. You have a general idea of what you want in life, but you can use a little more guidance. Money is okay right now, but it’s just okay…and that’s not okay. This is for the up-and-coming folks on a path to greatness who need time to let their wealth grow.

At this level, you have earned yourself the following: $225 in monthly contributions to the General Fund, 2 optional biweekly emails to take on your month with an edge, 1 quarterly consultation to review your goals, 2 professional reports a month (selected based on interest), and tailored insights to help you find your place in The Bronx’s new economy.

NOTE: This level of investment typically generates $2,700.00 in deposits for a final value of $4008.85 a year — a 69.0% Effective Annual Rate.

Invest in The Bronx

You’re a professional with steady income, and you need time to work on your financial goals. You have a general idea of what you want in life, but you can use a little more guidance. Money is okay right now, but it’s just okay…and that’s not okay. This is for the up-and-coming folks on a path to greatness who need time to let their wealth grow.

At this level, you have earned yourself the following: $225 in monthly contributions to the General Fund, 2 optional biweekly emails to take on your month with an edge, 1 quarterly consultation to review your goals, 2 professional reports a month (selected based on interest), and tailored insights to help you find your place in The Bronx’s new economy.

NOTE: This level of investment typically generates $2,700.00 in deposits for a final value of $4008.85 a year — a 69.0% Effective Annual Rate.

You’re a professional with steady income, and you need time to work on your financial goals. You have a general idea of what you want in life, but you can use a little more guidance. Money is okay right now, but it’s just okay…and that’s not okay. This is for the up-and-coming folks on a path to greatness who need time to let their wealth grow.

At this level, you have earned yourself the following: $225 in monthly contributions to the General Fund, 2 optional biweekly emails to take on your month with an edge, 1 quarterly consultation to review your goals, 2 professional reports a month (selected based on interest), and tailored insights to help you find your place in The Bronx’s new economy.

NOTE: This level of investment typically generates $2,700.00 in deposits for a final value of $4008.85 a year — a 69.0% Effective Annual Rate.