You’ve qualified

We will be in touch with you within one business day. We’re excited to meet you, learn more about your needs, and get your questions answered.

Book Your 30-Minute Call.

If you’d rather not wait for us to reach out to you, you can book time to meet, learn more about the fund, and get your questions answered.

FIND A TIME TO MEET

I’d like more information.

Investor Presentation (as of Q4-2025)
Fund Overview (as of Q4-2025)

Upcoming Investor Calls

Each 60-minute Investor Call covers the previous month’s performance, the basics of our program and why it’s unique, then goes into a different topic with a guest speaker; a Q&A session follows. New calls are posted monthly; check back with us again soon if you don’t see a time that works for you.

• No Investor Call in April – come to our Annual Meeting in Atlanta April 18
• May 12, 2026 – 12:00pm ET: High Stakes Decision Making with Rabbi Dr. Gill Engelheart