• Corp / Business Investment Accounts
• Investor Passport
• Self-Directed Investor Accounts
• KYC/AML/BSA
• Digital Subscriptions & Redemptions
• Investor Portal
• Custody Reporting
• Fund Administration
• Capital Calls & Distributions

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 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.

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. 

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.