Steps to Opening a Gainvest Account

We are happy that you have chosen us. While we appreciate your excitement, it is best for us to discuss your goals and ensure that we can develop a management strategy to achieve them. The consultation provides the strategy session and it is essential to our success.

Depending on the management strategy and services required, you will need to complete and sign relevant agreement documents. These documents will allows to open a fund account and implement our management strategy on your behalf.

Depending on the management strategy and services required, you will need to transfer the agreed upon asset(s). Typically, the asset(s) can be transferred by any of the means below; however, under certain circumstances, additional methods of transfer are applicable. Assets are briefly held within our company's Gainvest Legal account with Silicon Valley Bank. The Gainvest Legal account is separate from our business account, which receives the management fees. 

You have online and mobile access to review your account 24/7. You will be able to review any returns, allocations, management fees, or accrued interest. 

Profits are placed into the client fund account. Depending upon the management strategy, distributions can be made via the client fund account to your external account.