Basic Capital increases your participation in financial markets using the same tools typically offered through private banks and institutions.
01
For every dollar you contribute, we invest $4 alongside you, creating $5 of investing power in a professionally managed portfolio of corporate bonds with a portion allocated to broad market stocks.
The bonds provide reliable income from growing companies, while the stocks give you exposure to long-term market gains.
02
The cash income from the underlying investments more than covers the cost of the Basic Capital financing.
The difference is reinvested, generating an estimated baseline return between 8-15%, with the potential for increased upside from the stock allocation.
03
When you contribute to your Basic Capital IRA, either from a bank account or from a roll-over, the money is invested in a Limited Liability Company (LLC) wholly owned by your IRA.
This LLC is meant to protect you from any liability and limit your losses to whatever you contribute. Your remaining assets and retirement funds are completely protected.
We’ve simplified private banking arrangements that require high minimums into a streamlined platform that delivers the same proven results with dramatically less complexity.
04
The total value of your account, less Basic Capital’s financing, is your “Net Asset Value.” The returns in your account build Net Asset Value, while each new contribution gets the increased investing power of the Basic Capital financing.
Over time, the natural compounding of reinvested cash combined with broad market growth could more than triple your retirement wealth.