Fund Overview & Structure
What To Expect
Portal Login
Unique portal logins to view account activity and balances
Team Support
Direct access to team members to navigate financial goals regularly
eStatements
Monthly account estatements sent through email and through portal
ACH Distribution
Monthly ACH Distribution
Tax Filing
Tax Filing Support e.g. K-1's
Annual Audits
Annual audited financial statements after the first full 12 months of fund operations
