Eight tiers.
One disciplined mandate.
Every Fexinc plan is a fully-managed portfolio, rebalanced by our investment committee across public markets, real assets, private credit, and digital assets — sized to your capacity and horizon.
Starter
12 monthsEntry-level diversified portfolio combining broad equity indices with a gold hedge for capital preservation.
- Auto-rebalanced monthly
- No lock-up beyond 90 days
- Fractional allocations
- Educational research access
Growth
18 monthsGrowth-oriented mix of developed and emerging market equities with income-producing real estate exposure.
- Global equity diversification
- REIT income sleeve
- Quarterly performance briefings
- Priority advisory chat
Momentum
24 monthsHigher-return strategy blending institutional FX carry with a curated digital assets allocation.
- Managed FX carry basket
- BTC / ETH core allocation
- Risk-tiered rebalancing
- Weekly macro notes
Yield
36 monthsIncome-focused portfolio anchored in energy royalties and short-duration private credit facilities.
- Monthly income distribution
- Energy royalty exposure
- Private credit sleeve
- Institutional custody
VIP Silver
24 monthsInvitation-tier multi-asset strategy with a systematic commodities overlay for enhanced risk-adjusted returns.
- Dedicated relationship manager
- Commodities overlay
- Institutional research library
- Quarterly investor calls
VIP Gold
36 monthsCo-investment tier combining physical gold, mining equities, and select real estate opportunities.
- Physical gold custody
- Mining co-invest access
- Real estate deal flow
- Concierge reporting
VIP Platinum
48 monthsFull alternatives platform including hedge funds, private equity, and institutional digital assets.
- Hedge fund allocations
- Private equity co-invest
- Institutional digital custody
- Bespoke tax reporting
VIP Sovereign
BespokeSovereign-tier bespoke portfolio construction with a dedicated portfolio manager and full family-office services.
- Dedicated portfolio manager
- Family-office services
- Global custody network
- Direct deal origination
All plans are managed under Fexinc's institutional risk framework. Target returns are indicative and not guaranteed. Investors should review the offering memorandum before committing capital.