Every product documented. Every allocation yours to authorize.
Stocks, ETFs, fixed return, crypto, managed funds, and real estate—each with disclosed fees, documented risk profiles, and a full audit trail on your dashboard.
Assessed, disclosed, and ready to deploy
Exchange-traded equities
Structured income portfolios
AML-monitored digital assets
Curated digital asset allocations via Coinbase Commerce. Risk: high. Fees: 0.50% annual. All transactions AML-screened and recorded to your account log.
Self-directed positions in individual stocks and diversified ETFs. Risk: variable. Fees: 0.10% annual custody. Every trade logged to your audit trail.
Defined-term instruments with disclosed yield targets. Risk: low-medium. Fees: 0.25% annual. Settlement confirmed on every deposit and maturity event.
Institutional-grade fund access
Fractional real estate positions
Professionally managed portfolios with quarterly reporting. Risk: medium. Fees: 0.75% annual management. Full prospectus and allocation history available on request.
Vetted property-backed instruments with documented title and income history. Risk: medium-low. Fees: 0.60% annual. Distributions confirmed per settlement schedule.
No allocation moves without your authorization
Every position change is initiated by you and written to your account's immutable audit trail. No automated rebalancing, no algorithm-driven trades you did not request.
Performance data updates in real time on your dashboard. Periodic summaries are delivered by email and SMS so your record stays current without manual review.
Verified identity. Documented products. Capital under your control.
Open a verified account, review the full product set, and deploy capital on your terms. KYC required. Fees disclosed before any commitment.