Recognizing Your Financial Blueprint is a Key to Success
Investing is simple. Here’s how.
Schedule a Meeting
To get started, simply book a 30-minute meeting with someone from our team. We’ll share a bit about the fund, answer any questions you have, and make sure your investing journey and our mission are in alignment.
Complete the Investor Info & Funding form
Once you have all your questions answered, fill out our online investment form. This secure form gathers all the information needed for creating an account and funding your investment. It takes 10-15 minutes to complete.
Sit Back and Relax
Now that you’re in, you can sit by and watch your money work for you while we find, build, and manage properties for the fund. You’ll receive updates along the way as the fund continues to perform.