InvestAdvisor

Silver

Silver provides a low-cost investing platform using ETFs.

Upon completion of your personal risk assessment, investments are made in low-cost Exchange Traded Funds (ETFs) and reviewed regularly to meet performance objectives.

Performance review and reallocation as required are done on a quarterly basis.

Minimum Investment: $15,000

Advisory Fee: 50 basis points

Guarantee: 100% satisfaction or we'll refund advisory fee (last 30 days)

Gold

Gold provides a managed investing platform using ETFs.

Upon completion of your personal risk assessment, our trader team makes investments in lower cost ETF's and actively monitors your account for greatest gain and minimal risk.

Performance review is done programmatically each day with reallocations as triggered by pre-set levels.

Minimum Investment: $40,000

Advisory Fee: 50 to 125 basis points

Guarantee: 100% satisfaction or we'll refund advisory fee (last 30 days)

Platinum

Platinum provides personalized active management of equities and hedge strategies.

Upon completion of your personal risk assessment, our trader team makes investments in equities and options, daily monitoring your account for greatest gain and minimal risk.

Performance review is done each day looking investment opportunities and risk assessment.

Minimum Investment: $150,000

Advisory Fee: 185 basis points

Guarantee: 100% satisfaction or we'll refund advisory fee (last 30 days)