FAQ

What is the investment strategy?

The Wealth Compound allocates all funds to the main investment account, generating profits through day trading. The leadership team manages all funds, with over 16 years of experience. This fund has consistently met the 15% quarterly growth goal since inception, following specific risk management guidelines mentioned below.

How does the company mitigate risk?

 

It’s imperative to understand there is risk associated with any investment, including being an investment lender with The Wealth Compound. Day trading carries inherent risk, like potential for market fluctuations & poor investment decisions. 

The Wealth Compound takes steps to confidently mitigate these risks through careful fund management and our Risk Management System. We employ a 7-stage risk mitigation process that requires specific data verification before any trades open, during open trade management, and when closing trades early to avoid market volatility. Additionally, lifetime reports from our RMS show our current potential to risk just 10% of our trade account at less than .01%.

Along with these measures, All fund profits are allocated to the company's reserves as an extra level to mitigate risk. The contract between your investment loan and The Wealth Compound is a promissory note, meaning TWC is obligated to repay your investment even if the investment strategy does not provide the expected capital return.

These risk management steps, along with the promissory note contract, provide investment lenders utmost confidence in the track record to generate profits. 

What is the company's track record for performance of returns?

 

The Wealth Compound has been in operation since August of 2021, operating for 6 quarters to date. The financial goal each quarter is 15% growth of the trade account. TWC has executed positive gain every month, with zero losses.

Who manages the funds, and what are their qualifications? 

Jacob Taylor has successfully invested in the stock market and forex market for three years, returning consistent returns to his clients of 7% quarterly. 

Alex Meitl has 10 years of futures, stock market, and forex experience, consistently delivering returns for his clients. Together they and The Wealth Compound have delivered 6 straight quarters (1.5 years) of returns of 5%, since the start of The Wealth Compound.

What are the terms of the loan?

 

The terms of repayment are simple. The investment loan is 3 months with simple interest of 5%. Your investment is repaid in a lump sum at the end of the 3 month period. If you agree to lend your funds for another quarter an addendum will be emailed for you to confirm your reinvestment.

What is the process for withdrawing the investment?

 

Just like the initial investment, withdraws are simple. Your funds will be sent back to you via wire transfer or by check sent via UPS or FedEx, whichever you prefer. The expected repayment date is the last day of the loan period, known as the due date. At your option, if you need to withdraw your investment loan before the due date, called an early loan repayment, you can do so with the understanding of the penalty outlined in the promissory contract.

Are there any fees associated with the investment option?

 

There are zero fees associated with the management and payout of your investment loan. You can expect to receive the full 5% interest amount with your principal funds each quarter.

What measures are in place to ensure transparency and regular updates on the investment performance?

Clients receive the monthly Investor's Update, which includes the results of TWC's monthly goals and the pace of quarterly goals. Along with newsletters, investors are contacted 30 days before the end of their investment period to determine payout or reinvestment options.

How does The Wealth Compound handle unexpected market volatility?

The Wealth Compound has a robust risk management system, both for trade entries and the management of open trades. The Wealth Compound is able to avoid or exit before market volatility occurs. Times of market volatility are tracked with daily news impacts. In addition, if a trade experiences unexpected market upset, a stop-loss is set in place to prevent major account impact. 

How do I invest?

 

Visit our Contact Us form on our website. You can schedule a video chat, phone call, or in person meeting with a member from our Leadership Team. We will discuss how funds can be transferred, review your investment loan agreement and ensure all questions are answered prior to contract consummation.