Starter
Starter Portfolio
For smaller first allocations and users who want a lower-complexity entry point.
- Minimum investment: $1,000
- Lower risk profile
- Diversified assets
- Standard support
Investment options
Choose a plan with the risk profile in front of you.
Compare plan types by minimum amount, risk profile, and support level. Final account actions happen inside the secure dashboard.
Growth
Growth Portfolio
For users comfortable reviewing a more active allocation mix.
- Minimum investment: $5,000
- Moderate risk profile
- Digital and technology exposure
- Priority support
Premium
Premium Portfolio
For larger allocations that require closer coordination and review.
- Minimum investment: $25,000
- Higher risk profile
- Expanded opportunity access
- Dedicated guidance
Why the redesign matters
Plans are easier to compare when the interface is quieter.
Each plan keeps its minimum, risk level, and support expectation visible. Account balances, deposits, withdrawals, and policy notices remain in the logged-in dashboard.
ReviewClear plan labels
ControlDashboard actions
RecordsTransaction history
HelpSupport access