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We are selective with the investors we bring onboard. This is to make sure we are suitable for you and you are suitable for us.

If you’re interested, get in touch with us and someone from our team will discuss the onboarding and guide you through the process.

Our focus is on helping investors who have a long term outlook when it comes to their investing timeline. As a rule of thumb, we won't accept any investors who have an investing horizon of 1 year or shorter. This is to avoid short term trading.

People who are looking to hold their position for multiple years are our ideal investor.

As with any investment, investing with us isn’t risk free.

However, our investing strategy focuses on minimising risk which has allowed us to manage our market drawdowns extremely effectively during bear markets. Our upside has also benefited from this as we’ve out performed the S&P 500 since our inception.

Our buyback programme will run twice a year, normally 6 months apart, where we will offer our investors a set price for their shares based on the book value of said shares.

You will have freedom to sell none, partially or your entire holding.

To us, ethical investing means investing in companies who are actively making a positive difference socially and environmentally. Whether it’s through the products & services they offer or their business operations like reducing waste products / materials, recycling and using renewable energy.

We will never directly invest in companies that operate in “dirty” industries like alcoholic beverages, gambling, firearms & weapons and tobacco as we believe these companies have no net benefit to society.