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Who owns the initial principal in a Raise Investment account? Are my membership payments invested?

Understand how the initial principal is handled and allocated in Raise Investment.

Jack McCann avatar
Written by Jack McCann
Updated over a week ago

Raise Investment follows a unique funding model that differs from traditional brokerage accounts. Here’s how it works:

How the initial principal works:

Raise Investment provides the upfront principal on your behalf, granting you immediate access to strategic investment opportunities. This principal is actively managed within diversified and downside-protected asset allocations, optimizing potential long-term growth while minimizing risk.

Is my membership fee invested?

No. Your monthly membership payment is not directly invested into an individual brokerage account, nor exposed to market risk. Instead, your membership payment secures your access to the significant upfront principal we supply.

This membership model allows us to continuously manage structured portfolios effectively, maintain robust risk mitigation strategies, and secure ongoing access to strategic investment opportunities that benefit our entire investor community.

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