Offer description

  1. Placement of capital on the US stock market.
  2. Individual selection of assets and investment instruments.
  3. Management Fee – 1% of the amount under management per year, paid at the beginning of each calendar year (the amount under management is defined as the value of the portfolio as of December 31 of the last calendar year).
  4. Success Fee – 20% of the change in portfolio value, paid quarterly according to the reports provided.

Work conditions and specifics

  • The minimum investment amount within the Personal service is 100.000 USD.
  • The portfolio is made according to the principle of differentiated assets.

Principles of investing

  1. Investments in companies with capitalization of more than 50 billion USD.
  2. The portfolio is compiled according to the principle of differentiated assets.
  3. The assets included in the portfolio are determined based on an in-depth financial analysis of the company, as well as the industry and macroeconomics as a whole.

Instruments

  1. S&P 500 index shares
  2. Corporate and government bonds
  3. Stock options
  4. Index options
  5. Commodity options
  6. Sector ETF Funds
  7. Index ETFs

Advantages of investing

  1. Regular dividends (passive income).
  2. Ability to manage risks and returns.
  3. Possibility of quick exit to cash.
  4. Placing capital in assets of the world’s largest companies of the world’s first economy.
  5. Receipt of income in US dollars.
  6. No need for active participation.

Your protection

  1. Cash is placed on your brokerage account with the largest brokers in the U.S. and Europe, our specialists can only make transactions, there is no possibility to deposit, withdraw or move capital.
  2. High quality assets in the portfolio. The portfolio consists of assets included in the S&P 500 index.
  3. Diversification by sectors allows to balance the portfolio and achieve flexibility in case of market changes in general.
  4. Possibility of quick exit into cash. Exiting positions (selling assets) takes a few seconds.
  5. Cash is under the jurisdiction of the US and EU.
  6. By buying shares, you become a co-owner of the company shares you bought.
  7. Eagle Management provides regular transaction reports.