This example is a real, customized solution we built for an existing client
Like many of our clients, this family built meaningful wealth and wanted their capital to be working for them - not be eroded by public market volatility. Our real-world solution shows how we harness private investments to create personalized, high-impact strategies designed to preserve wealth, generate consistent income, and sidestep the noise and volatility of public markets. If your goals include financial clarity, long-term stability, and a lasting legacy, this approach was built with you in mind.
- The financial situation, demographics, and health profile of this couple closely resembles those of a typical Rainmaker client.
- We tailored their portfolio to align with the specific needs of their family circumstances, lifestyle expenditures, and financial commitments.
- They initially decided to allocate $1 million of their cash assets to Rainmaker investments.
- They had a desire for the $1 million to generate an annual income of approximately $70,000, equivelent to 7%.
- To ensure diversification and mitigate risk, their capital was spread across nine distinct investments, each exhibiting low correlation with one another and the broader public markets.
- The allocation of funds to each investment was relatively uniform.
- The portfolio comprised of investments with an annual target return of approximately 8.72% per year which would generate approximately $87,200 per year.*
This chart shows the historical performance for each investment in this custom portfolio.*
3 years
This chart shows the performance targets for each investment in this custom portfolio.
Target %
This chart shows relevant dates associated with each of the investments selected for this custom portfolio.
our proven portfolio development Process
Your Path to Consistent Returns and Lasting Confidence
Step 1
A brief intro conversation
We begin with a short, no-pressure online conversation to learn about your current financial situation, your goals, and what truly matters to you. This is a focused discussion to explore fit; nothing more, nothing less.
Step 2
Assessment and Investment Selection
If there is alignment, we move on to deeper, more focused conversations. We take the time to fully understand your financial landscape relative to your short and long-term goals, and what success means to you.
From there, you will receive a clear, independent assessment of how your portfolio can be strengthened; along with a curated selection of private investment opportunities. Each recommendation is carefully vetted for quality, consistency, and alignment with your objectives.
Step 3
Moving Forward with Clarity & Confidence
At this stage, we move forward with a well-defined plan; built around your goals, supported by private investments, and guided by ongoing personal attention. Our relationships are long-term, transparent, and built on trust.
Step 4
Onboarding & Capital Deployment
We make onboarding easy with secure digital document signing and assist you with transferring your funds safely and efficiently to each selected investment.
Step 5
On-going Support
Our relationship does not end after your investment(s) are made. We stay involved; providing ongoing support, clear updates, and proactive communication so you can invest with long-term peace of mind.
Long-Term Alignment & Growing Together
If your needs change, we adapt with you; refining your strategy to strengthen your outcomes. Many clients choose to reinvest over the years, a testament to the trust, consistency, and confidence we have built together.
let's get you booked!
Title:
Rainmaker & Expert Advisor
- Your current situation.
- Your ideal outcome from this consultation.
- The options to help you achieve your ideal outcome.
- Establish next steps and timelines.
- Typically 2-3 hours is blocked in the mornings and is made available for meetings by phone and web conference.
- The calendar will only show available dates and times for the next 10 business days.
- If you require a date and time which is not available, please send a request with alternate options and we will do what we can to accommodate you. Thank you.