Membership Tiers

Two paths to disciplined capital allocation.

Robo-Advisor Tier

•Minimum: $500
•Guided portfolio builder
•4 strategy options
•Automated rebalancing
•Performance tracking
•Access to blog & research

Fees: 0.5% AUM

Contributor Tier

•Minimum: $5,000
•Public equity systematic strategies
•Monthly research briefings
•Risk management tools

Fees: 1% AUM

Partner Tier

•Minimum: $50,000
•Everything in Contributor, plus:
•Direct access to private placements
•Quarterly allocation committee calls
•Custom portfolio attribution

Accredited investor verification required. Fees: 0.75% + carry

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