Get Started
Begin your journey to superior investment returns with the V-Rank Alpha Portfolio. Our straightforward onboarding process makes it easy to get started.
Four Simple Steps to Get Started
Schedule a complimentary consultation with our team to discuss your investment goals, risk tolerance, and financial situation. We'll explain our investment approach in detail and answer any questions you have about the V-Rank Alpha Portfolio.
- Review your investment objectives and time horizon
- Discuss our systematic investment approach and track record
- Determine which service option best fits your needs
Once you decide to proceed, we'll guide you through the account opening process. This includes completing necessary paperwork, establishing your account at a qualified custodian, and setting up the investment advisory agreement.
- Complete investment advisory agreement
- Open brokerage account with qualified custodian
- Fund your account via transfer or deposit
Once your account is funded, we implement the V-Rank Alpha Portfolio strategy. For managed accounts, we execute all trades on your behalf. For block trading clients, we provide you with the recommended portfolio composition.
- Initial portfolio construction based on current model
- Efficient execution to minimize market impact
- Confirmation and documentation of all trades
Your portfolio is now actively managed according to the V-Rank Alpha Portfolio strategy. You'll receive comprehensive monthly performance reports and have direct access to our team for questions or consultations.
- Monthly rebalancing to maintain optimal positioning
- Detailed monthly performance reports with holdings
- Direct access to portfolio managers