We have made it easier to view the profiles or Investment Managers that you’ve invested with or viewed.
To view a Managers Profile please click on View Overview option located directly under the My Portfolio section.
From View Overview, you’ll be able to view all the details available for the Manager which you selected. These details include:
The Mangers profile images
Description of the Managers investment goals and investment strategy
The Managers profile video
The Managers Listed Opportunities
The Manager Details (Principal experience, real estate experience, etc.)
Managers Team
The Managers Track Record (Up to Managers discretion)
Viewing A Manager Description Overview
To view a Managers profile description, which can include detailed background information of any Investment Manager that you’ve previously viewed or invested with, follow the instructions below:
Click on the View overview from your Portfolio page
Scroll to Overview (pictured below)
View A Managers Listed Opportunities From Their Profile
If you are looking for another open opportunity to invest in or simply want to browse a Managers open opportunities, follow the instructions below to locate the Opportunities page:
Click on View overview
Scroll down to Opportunities
Viewing The Details Listed On A Managers Profile
Investment Managers can add several details to their profiles to help you understand their strategy, background and investment goals. Some of the details that may be available on a Managers profile are pictured in the example below. To view these details for a Manager that you’ve invested with, complete the following:
Click Investment overview from your Portfolio page
Scroll down to Details
Viewing an Investment Managers Team
Investment Managers can opt to display certain Team member details so that investors know more about their firm. This can include a photo, and brief background description of any Team members. To view this information for a Manager that you’ve viewed or invested with follow the instructions below:
Click Investment overview from your Portfolio page
Scroll down to Team
Viewing A Managers Track Record
Most Investment Managers will list their firms Track Record on their profile. A Track Record is a quantitative spreadsheet or list of records that go over key financial metrics for any or all assets an investment manager has deployed capital into. To view this information for a Manager that you’ve viewed or invested with follow the instructions below:
Click Investment overview from your Portfolio page
Scroll down to Track Record
