Nurture Your Family's Dreams
In today's unpredictable world, your family's financial security is paramount. Our Family Fund is more than just a savings tool — it's a long-term investment in your family's future. Envision a future where every family member benefits from the collective financial growth, ensuring both individual and familial prosperity.
Navigate life's uncertainties with assurance. With Investudio's Family Fund, you're not just investing money — you're investing in your family's future stability. This fund serves as your financial cushion, allowing you the peace of mind to make life's big decisions without financial worries.
Strengthen Family Bonds and Unity
When your family is united by a common financial vision, bonds deepen and mutual understanding blossoms. It goes beyond mere wealth transfer; it’s about instilling a sense of collective financial stewardship. The outcome? A family that’s not only closer but also financially resilient.
Face Life's Twists with Certainty
A thoughtfully managed family fund stands as your financial shield, empowering you to make pivotal life decisions. Be it purchasing a dream home or ensuring top-tier education for your children, you can proceed with confidence, even when faced with life’s uncertainties.
Chart a Unique Financial Journey
Why tread a beaten path in investment? With a family fund, you have the liberty to shape your investment portfolios in harmony with your family’s distinct dreams. Seize control, evolve with your family’s needs, and set a course towards a flourishing future.
Your Roadmap to Investment Success
The first step in the algorithm involves opening a corporate account with Interactive Brokers. This is followed by defining the objectives and terms of the fund, including identifying the participants, specifying the investment amounts, percentage shares, and setting the timeframes.
The second phase focuses on acquiring the Investment Office software. After the purchase, the next steps are to install and configure the software according to your needs. Funds are then deposited into the Interactive Brokers account to prepare for trading activities.
In this stage, the corporate account is linked to the Investment Office. Roles and responsibilities are distributed among the participants. An investment strategy is chosen, and the account is divided into various portfolios to align with the fund’s objectives.
The final step involves initiating stock market operations and managing the portfolios. This is also when the ongoing support for fund participants begins, ensuring that everyone is aligned with the fund’s goals and strategies.
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Chicago IL 60641, USA
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Key Features
Analytics & Automation
Analyze assets across portfolios and automate order executions, according to selected strategies.
Account Management
You can link one or multiple Interactive Brokers investment accounts and manage them centrally.
Strategy Selection
Choose and apply investment strategies to accounts, either those included in the program or your own strategies.
Portfolio Management
Handle all aspects of investment portfolios, including creation, closure, funding, withdrawals, and transfers.
Client Service
The platform can be used to serve both individual and corporate clients, including financial institutions and advisors.
Role Assignment
Define roles and responsibilities for staff involved in investment management, such as administrators, managers, and traders.
Portfolio Segmentation
Allocate investment accounts into separate portfolios for different clients and financial goals.
Leverage Our
Expirience
