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How does Raise Investment work?

Learn the core principles behind Raise Investment and how it operates.

Jack McCann avatar
Written by Jack McCann
Updated this week

Raise Investment simplifies wealth-building by providing easy access to powerful investment tools typically reserved for large institutions. Our membership model offers a straightforward way to build long-term wealth with predictable fees, optimized growth, and built-in risk management.

Key Features of Raise Investment:

  • Large Upfront Principal: Your monthly membership payment ensures continued access to a significant initial investment from Raise, boosting your potential returns right from the start of your investment journey.

  • Membership-Based Pricing: A simple, fixed monthly fee gives you predictable costs without complicated asset management fees.

  • Market-Aligned Investments: Funds are invested in ETFs tracking the S&P500, providing broad exposure to the market.

  • Built-In Risk Management: Structured strategies help protect your investment during market downturns.

How It Works – Step by Step:

  1. Sign Up: Join Raise Investment at a membership level that fits your budget. You can do this by signing up for Raise Financial and then creating a Raise Investment account from your dashboard.

  2. Pay Membership: Once you sign up, we take out a principal investment in the S&P500 on your behalf that's proportional to the membership level you choose.

  3. Wait: You're done! So long as you keep paying your monthly membership, you're entitled to the returns of the large investment we made on your behalf.

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