Investment Strategies
Built for Growth

We've built proprietary investment products across asset classes, each designed to help you reach your financial goals.

Conservative

Bedrock

Wealth preservation with moderate growth through a defensive allocation focused on fixed income and credit strategies.

Target Return6-8%
Liquidity70%
Minimum Investment$500
Management Fee0.8%
Success Fee10% of returns above 6%
Risk LevelConservative

Asset Allocation

Gov/Corp Bonds
45%
Private Credit
25%
RE Debt
15%
Cash & Equivalents
15%

6-8%

Target Return

Defensive

Fortress

Wealth preservation with moderate growth through diversified allocation across fixed income, real estate, and selective equities.

Target Return8-10%
Liquidity60%
Minimum Investment$500
Management Fee0.8%
Success Fee15% of returns above 8%
Risk LevelDefensive

Asset Allocation

Fixed Income
35%
Real Estate
20%
Equities
20%
Alternatives
15%
Cash
10%

8-10%

Target Return

Balanced

Horizon

Balance between growth and income with diversified exposure to equities, private equity, real estate, and fixed income.

Target Return10-12%
Liquidity50%
Minimum Investment$500
Management Fee1.2%
Success Fee15% of returns above 10%
Risk LevelModerate

Asset Allocation

Equities
35%
Private Equity
15%
Real Estate
15%
Fixed Income
15%
Alternatives
20%

10-12%

Target Return

Growth

Velocity

Capital appreciation with moderate risk through substantial equity exposure complemented by private equity and venture capital investments.

Target Return12-15%
Liquidity40%
Minimum Investment$500
Management Fee1.2%
Success Fee20% of returns above 12%
Risk LevelModerate-High

Asset Allocation

Equities
40%
Private Equity
20%
Venture Capital
15%
Real Estate
10%
Alternatives
15%

12-15%

Target Return

Aggressive

Summit

Maximum growth potential through aggressive allocation to equities, venture capital, and private equity with concentrated positions.

Target Return15-18%
Liquidity35%
Minimum Investment$500
Management Fee1.5%
Success Fee20% of returns above 15%
Risk LevelAggressive

Asset Allocation

Equities
35%
Venture Capital
25%
Private Equity
20%
Real Estate
10%
Alternatives
10%

15-18%

Target Return

Alt-Heavy

Nebula

Alternative-focused strategy emphasising venture capital, private equity, crypto, and emerging technologies for maximum alpha generation.

Target Return18-25%
Liquidity25%
Minimum Investment$1000
Management Fee1.5%
Success Fee20% of returns above 13%
Risk LevelVery Aggressive

Asset Allocation

Venture Capital
30%
Private Equity
25%
Crypto & Digital Assets
20%
Equities
15%
Emerging Tech
10%

18-25%

Target Return

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