Investors choose which deals they want to invest in
Deal segregated funds invest in custom tailored opportunities that are pre-vetted and usually offered at a premium... generating upside to investors that they may not receive anywhere else.
5-Steps to Easily Get Started with Hands-Free Investing
Birchstone's deal-segregated wealth fund is a new type of investment allowing you fund your capital account and allocate amounts from your account into deal "slices" when you are ready to invest. This allows you to have the ultimate flexibility into which deals you want to invest in, resulting in a highly diversified portfolio.
Step 1 - Log In
• Verify your accredited status
Step 2 - Browse
• Analyze and compare different asset classes
Step 3 - Due Diligence
• Consult your legal and accounting professionals
Step 4 - Fund Investment
• Allocate money from your fund account into deal slices
Step 5 - Track Results
• Gain visibility into your investment performance