To maximize your wealth with low risk to your capital
We deliver a service that allows you to keep your money safe but still stay invested in the market. Your capital is always protected by the FDIC (through our partner banks, see Terms and Conditions),† and all securities are protected by the SIPC, through our qualified custodian. Our portfolios are built by industry-leading experts to ensure optimal returns.
Apply 100% money-back guarantees to financial services
During downturns in the market, advisors typically lose some of their customers’ money, but still collect account fees.
We believe a financial advisor’s role should go beyond simply recommending investments and include taking responsibility for the outcomes of those investments. That change starts with us.
In most other industries, the customer gets repaid in full if they are unhappy through a warranty or money-back guarantee. Why should the financial industry be any different?
Never charge a fee if we aren’t successful in delivering returns
We don’t charge anything for our services if we don’t generate returns for you, it's as simple as that.
Create a new business model to help your financial success
The financial advisory industry spends large amounts every year on advertising. We have built a different business model where your success is the key to our success. We believe that if we provide a great enough service, you will naturally tell your family and friends because you will want them to succeed as well. And we believe that our clients should be rewarded for spreading the word. Our referral program adds sizeable investment returns to your portfolio and directly contributes to your and your friend’s financial success.
Our mission is simple yet revolutionary.
For more detailed information about our fee rebate program, you can view our ADV Part 2 on our Legal page.