You can start with as little as $100. Our Suit package members typically begin with $1,000-$5,000 and see meaningful results within 90 days. Unlike traditional wealth managers who require $100K minimums, we believe everyone deserves professional-grade investment strategies.

Both have merit, but our hybrid approach beats pure indexing by 17.6% annually. We select individual stocks using institutional research, then balance risk like an index fund. You get the upside of stock picking without the downside of poor selection.

The best time was 20 years ago. The second-best time is today. Our 2024 portfolio gained 88.96% despite market volatility. Waiting for the 'perfect time' has cost our members an average of $23,000 in missed gains.

Growth stocks are companies expected to grow faster than the market (think Tesla, Google). Value stocks are underpriced companies with strong fundamentals (think Berkshire Hathaway). Our GARP strategy combines both - we find growth companies at value prices.

We use 15 different metrics including P/E ratios, debt levels, and competitive positioning. Our AI screening process eliminates 97% of stocks before they reach your portfolio. This is why our picks over the last 3 years have averaged 68.3% cumulatively vs 38% for the S&P 500.

Studies show lump sum wins 66% of the time, but dollar-cost averaging reduces emotional stress. We recommend a hybrid: invest a 60% lump sum immediately, then 10% of your income, monthly forever.
Our Crown members use this strategy to build $500K+ portfolios.

Traditional advice says own 20+ stocks, but research shows 8-12 quality stocks provide 95% of diversification benefits. Our portfolios hold 5-10 carefully selected positions across different sectors, sized according to conviction and risk.

We use a systematic approach: sell if fundamentals deteriorate, if the stock hits our price target, or if we find a better opportunity.
Our members avoid emotional selling that destroys returns. In 2024, our disciplined selling added 12% to portfolio returns.

Our 3-step process:
(1) AI screens 3,000+ stocks for financial health,
(2) Fundamental analysis eliminates weak businesses,
(3) Technical analysis helps time entry points. Only 2-3% of stocks pass all filters.
This is why 89% of our picks are profitable within 3 to 6 months.

We maintain 10-15% cash positions for opportunities, focus on companies with strong balance sheets, and use volatility to add to winners at lower prices.
During the 2022 bear market, our defensive positioning outperformed the S&P 500 by ~7%