Financial Analysis & Investment Management
Stock Market, Real Estate, Digital Assets, E-Commerce
Investment Fund Management
Asset Portfolio Management
The goal of a real estate asset manager is to achieve the highest possible property value and return on investment for each asset and for the overall portfolio of the owner. Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution. We provide a customized solution for your assets to build your portfolio at a greater rate. We combine our online investment accounts, a dollar cost averaging strategy, fractional shares, dollar-based investing & our investment automation to build your customized portfolio of stocks, bonds, mutual funds & ETF's. We coach and advise investors to build their real estate investment portfolios that include REIT Portfolios, Rental Income Properties, Multi-units & Alternative Strategies.
Strategic Asset Allocation
Strategic asset allocation is a portfolio strategy whereby the investor sets target allocations for various asset classes and rebalances the portfolio periodically. The target allocations are based on factors such as the investor's risk tolerance, time horizon, and investment objectives. We assist clients who seek strategic asset allocation to further diversify portfolios, which may include investing in Alternative Assets using Self-Directed Investment Accounts. As a fund raises capital, the fund pairs its capital with debt as leverage to acquire more real estate. There is an investment time horizon that may take years to fully deploy the funds' cash position. We build investment portfolios that compliment the fund's risk profile, asset class and the investment objectives.
Real Estate Investment
We assist clients who wish to hold Real Estate as an asset class in their investment portfolio. Our clients include Real Estate in their portfolios in many ways. We build a REIT portfolio on our clients' online investment accounts on our platform. We coach, consult and advise clients to build their portfolio of rental income properties. Using our self-directed accounts, our clients can easily access Peer-2-Peer, Private Lending & Crowdfund Investment opportunities. For Syndicators, we act as Real Estate Asset Managers with fiduciary responsibility, providing Treasury & Investment Management.
Entrepreneurship & E-Commerce
Our program participants learn the basics of the stock market while investing to advance their entrepreneurial endeavors. The first step to launching your career as an online entrepreneur is by making a solid business plan. We provide tools, advice, coaching and consultation to help you create a solid business plan. We incorporate your business goals into your personal financial planning to advise you on ways to decrease taxes & improve returns. To operate in today's world, entrepreneurs must learn the basic e-commerce and online business tools that will be required for your industry. We will explore the technological solutions that will aid in the success of your business.
Our Real Estate Services include the technology & expertise for your capital raise. We provide Asset Administration and Real Estate Fund Management. There are multiple ways we can help our clients invest in real estate. We help clients from individual investors to Real Estate Investment Fund Syndications. Whether it's Financial Advice & Analysis, Real Estate Asset Management, or Real Estate Coaching & Consultation, our goal is to help our clients build, grow, & optimize their Real Estate Investment Portfolios. Download our Real Estate Asset Management Ebook to learn what we can do for your fund.
Start An Investor Club
Our goal is to help our Members create Investment Groups to redevelop communities through Business Creation and Real Estate Development. Thousands have now found investment clubs to be the smarter, more fun solution to investing in today's market. Not only are you bound to make smarter, more sound, safer solutions - you get to make more friends and socialize!
Access & Affordability
What makes our solution unique is that we use technology to offer our clients Financial Education and access to previously unavailable Investment Tools, Strategies and Accounts with no Investment Minimums.
Dollar Based Investing
Commission Free Portfolio Trades
No Investment Minimums
Customized Investment Portfolios
Tax Loss Harvesting
24/7 Account Access
Education & Planning
Investment Club Services
Group Coaching Calls
Asset Allocation Assessments
Online Individual Investment Account
Online Individual Retirement Account
Online Investment Club Account
Financial Planning & Advice