* Personal account return documentation provided on request. Past performance is not indicative of future results.
Fund Experience
- 1
Eligibility Criteria
To comply with Texas state law, investors must meet the criteria for both U.S. accredited investor status and qualified client designation. Additionally, TickerTrends conducts in-depth interviews to assess an investor's financial acumen and alignment with the fund's investment strategy.
- 2
Investor Onboarding Process
Interested parties initiate the onboarding process by contacting our team. Following a preliminary discussion to evaluate the investor's objectives and compatibility with the fund, we will provide a subscription agreement to complete the onboarding.
- 3
Investor Portal and Communications
We offer a specialized dashboard in collaboration with Repool, enabling investors to track portfolio performance and account data. Exclusive insights and updates on the fund's internal research are disseminated through periodic investor letters.