Information
We pride ourselves on our adaptability and commitment to excellence in every aspect of our service. Explore what we have to offer and how we can contribute to your success. If you can not find the answer to your question her, go the contact page and ask your questions.
Frequently asked questions
It all began with a simple idea fueled by a deep passion. As a small business, we pride ourselves on personal attention and dedication to every detail. Our approach is rooted in quality and integrity, ensuring that everything we do reflects our commitment to excellence.
How much capital investment is required to become a Club Member?
$200,000 is the minimum capital investment to become an active member. The member chooses how those funds will be distributed in your personal portfolio.
***
Can I add or withdraw funds?
YES. You are in charge. There is only one restriction or perhaps two. Members can add funds to their account at any time via money transfer, The funds become active once the funds have cleared and become available to The Money Tree for investments in your portfolio as advised.
Withdrawals are processed and sent in 10 business days or less up to the amount available in your account. Withdrawals that draw down your balance below $200,000 will result in your account being closed and the balance transferred back to your personal account.
***
How should a member distribute the funds invested in the members portfolio?
Members are free to select as many or as few stocks to build their portfolios as they prefer and to adjust stocks or amounts quarterly as they choose.
We recommend members keep at least three stocks active in their portfolio and limit themselves to no more than six stocks unless they are maintaining a balance over $1,000,000.
***
Does The Money Tree Club offer selected stocks that have been strategy tested?
Yes, We offer a variety of stock selections from various sectors that are matched to a strategy and have a performance history. A detailed list of those stocks are made available whenever requested by a member.
QUESTION
ANSWER
***
Can I add or withdraw funds?
YES. You are in charge. There is only one restriction or perhaps two. Members can add funds to their account at any time via money transfer, The funds become active once the funds have cleared and become available to The Money Tree for investments in your portfolio as advised.
Withdrawals are processed and sent in 10 business days or less up to the amount available in your account. Withdrawals that draw down your balance below $200,000 will result in your account being closed and the balance transferred back to your personal account.
***
How should a member distribute the funds invested in the members portfolio?
Members are free to select as many or as few stocks to build their portfolios as they prefer and to adjust stocks or amounts quarterly as they choose.
We recommend members keep at least three stocks active in their portfolio and limit themselves to no more than six stocks unless they are maintaining a balance over $1,000,000.
***
Does The Money Tree Club offer selected stocks that have been strategy tested?
Yes, We offer a variety of stock selections from various sectors that are matched to a strategy and have a performance history. A detailed list of those stocks are made available whenever requested by a member.
Can I request a stock of my own selection be strategy tested and included in my portfolio?
Yes. Your portfolio manager with test up to three stocks traded on major exchanges in a quarter. it is your decision if you wish to include those stocks in your personal portfolio.
***
How do I join The Money Tree Club?
ANSWER
QUESTION
ANSWER
QUESTION
ANSWER
***
Why don’t you give direct investment advice?
ANSWER
Why don’t you give direct investment advice?
ANSWER
If you don't find the answer to your question here, please feel free to contact us , and we will be delighted to help with the answers to your questions.