Before reaching out, you might find answers to your questions in our FAQ section. We cover common inquiries regarding our services, resources, and general financial planning information.
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Do I invest a lump sum amount, or can I add specific amounts each month?
Currently we do not have a system set up for small monthly contributions, however, we are considering implementing systems in the future to accommodate this.
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How often are returns distributed?
Returns are calculated and distributed quarterly. Each investment can be tailored to pay out cash, more shares, or a combination of both (ie. 50% cash/50% shares). An updated investor statement and letter from the President are included with each distribution. Cash payments are made by Electronic Funds Transfer.
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Is there a minimum amount required to invest?
Currently there is no minimum amount required to invest.