Who Owns the Initial Principal on a Raise Investment Account? Is My Subscription Invested?
Raise Investment follows a unique funding model that differs from traditional brokerage accounts. Here’s how it works:
How the Initial Principal Works
- The upfront investment principal is provided by Raise Investment, allowing immediate market exposure without requiring large upfront capital from investors.
- This principal is strategically managed within diversified asset allocations to optimize long-term growth potential.
Is My Subscription Invested?
- No, your subscription guarantees your access to the large upfront principal we provide you. Your subscription ensures this access, keeps our lights on, and returns to our capital partners who are supplying significant capital which you benefit from, while their assets also grow.
- This helps support ongoing portfolio management, risk mitigation, and access to strategic investment opportunities.
- While your subscription is not a direct deposit into an individual account like a traditional brokerage, it enables Raise Investment to manage a structured portfolio that benefits all investors.
Why It Matters
Understanding how investment capital is structured helps investors make informed decisions. Raise Investment’s model provides broad market exposure while maintaining risk-conscious portfolio management.
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