Investment Plans
Every Equity Core plan starts with a $10,000 minimum investment and is engineered for long-term compounding under our 5-year discipline lock.
Capital preservation with steady compounding.
Minimum investment
$10,000
6–9% target annual return
Target allocation
Balanced exposure for long-horizon wealth building.
$25,000
9–13% target annual return
High-conviction exposure to alternative & private markets.
$100,000
13–18% target annual return
Ready to start
Continue with Growth — from $25,000
All plans are subject to a 5-year investment lock. Early withdrawals after Year 2 incur a 10% penalty on principal withdrawn.