Investment Plans

Six Structured
Capital Programs

From your first $10,000 to a $10M+ institutional mandate — every FIG investment plan is built on identical risk discipline, full transparency, and performance-aligned fees.

Plan Comparison
Individual vs. Institutional
Feature
Entry · Individual
Genesis Portfolio
$10,000
Most Popular
Growth · Individual
Meridian Portfolio
$50,000
Premium · Individual
Apex Portfolio
$250,000
Fee Structure
Annual Management Fee2.0%2.0%1.5%
Performance Fee20% of net profit20% of net profit20% of net profit
Investor Profit Share80%80%80%
High-Water Mark
Portfolio & Allocation
Asset Classes5 core classesAll 10 classesCustom mandate
Custom Allocation——
Drawdown Limit (Monthly)10%10%Custom
Liquidity Reserve30%30%Negotiable
Reporting & Transparency
Performance ReportsMonthlyWeeklyDaily on request
Trade-Level Logs——
Live Portfolio Dashboard
Monthly Audited Statement
Service & Access
Relationship Manager—Named Private WM
Strategy CallsQuarterly (group)Quarterly 1:1Monthly 1:1
Withdrawal Processing5–7 business days3 business days24 hours
Minimum Lock-In3 months3 months3 months
Full Plan Detail — Individual
Everything You Need to Know
Entry · Individual Investor
Genesis Portfolio
Your first step into professionally managed, globally diversified investing. Designed for first-time fund investors entering alternative asset management for the first time. All the rigor of our institutional framework — at an accessible entry point.
Minimum Investment
$10,000
USD · Bank wire or approved payment
Fee Structure
Management Fee
2.0% p.a.
Performance Fee
20% of profit
Investor receives80%
FIG retains20%
3-month minimum lock-in period
Monthly profit distributions
High-water mark applied
Features Included
Diversification across 5 core asset classes (Equity, Fixed Income, Crypto, Commodities, ETFs)
Monthly performance & P&L report (PDF + online)
Secure web investor dashboard access
Standard KYC onboarding (48-hour completion)
Quarterly fund commentary & market outlook
Email & support ticket access
Hard 10% monthly drawdown limit
30% portfolio liquidity reserve at all times
Ideal For
First-time accredited fund investors
Investors diversifying away from traditional equity and savings
Those wanting multi-asset exposure without active management
Investors testing alternative asset management before scaling

All fees deducted before profit distribution. Past performance does not guarantee future results.

Growth · Individual Investor
Meridian Portfolio
Our most popular individual program. Full 10-asset-class global diversification with dedicated relationship management, priority service, and weekly reporting. The benchmark product for the serious individual accredited investor.
Most Popular
Minimum Investment
$50,000
USD · Bank wire or approved payment
Fee Structure
Management Fee
2.0% p.a.
Performance Fee
20% of profit
Investor receives80%
FIG retains20%
3-month minimum lock-in period
Monthly profit distributions
Priority 3-day withdrawal processing
Features Included
Full diversification across all 10 asset classes globally
Weekly performance reports with detailed trade commentary
Named Dedicated Relationship Manager
Quarterly 1:1 portfolio strategy video calls
Priority withdrawal processing (3 business days)
Live portfolio dashboard with mobile access
Direct WhatsApp access to Relationship Manager
Hard 10% monthly drawdown limit enforced
Ideal For
Established accredited investors seeking full global diversification
Professionals building long-term wealth through alternative management
Investors who value regular communication and dedicated support
Those transitioning from traditional wealth management

All fees deducted before profit distribution. Past performance does not guarantee future results.

Premium · Individual Investor
Apex Portfolio
White-glove private wealth management for high-net-worth individuals. Custom allocation mandate, a named Private Wealth Manager, daily visibility, and 24-hour withdrawal capability. Institutional quality at the individual level.
Minimum Investment
$250,000
USD · Bank wire · Flexible structure
Fee Structure
Management Fee
1.5% p.a.
Performance Fee
20% of profit
Investor receives80%
FIG retains20%
3-month minimum; flexible thereafter
Weekly distributions available
24-hour withdrawal processing
Features Included
Fully custom allocation mandate tailored to your objectives & risk profile
Named Private Wealth Manager with direct phone access
Monthly 1:1 portfolio review calls with senior PM
Real-time live portfolio dashboard with full trade log
24-hour withdrawal processing (standard business hours)
Formal written Investment Policy Statement
Custom drawdown parameters available
Weekly distributions available on request
Ideal For
High-net-worth individuals seeking private wealth management
Investors requiring custom risk parameters and mandates
Those wanting institutional access without the institutional minimums
Entrepreneurs and executives diversifying concentrated wealth

All fees deducted before profit distribution. Minimum management fee applies in no-profit months.

Plan FAQs
Common Questions
What exactly does the performance fee apply to?
The performance fee (20% for individual plans; 15% for institutional plans) applies only to actual net profit generated above the high-water mark. The high-water mark means: if your portfolio loses value in one period, we must first recover that loss before any performance fee is charged again. In a zero-return or negative-return month, you pay zero performance fee.
When and how are profits distributed?
Profits are calculated at month-end after deducting all trading costs and management fees. The net profit is then split per your plan's structure (80% or 85% or 90% to investor). Distributions are credited to your account balance within 5 business days of month close. You can either withdraw the distribution or reinvest it into the fund — your choice each month.
What happens if the portfolio loses money in a month?
If the portfolio generates a loss in any month, no performance fee is charged. The management fee (charged as a monthly fraction of AUM) still applies. Your account balance decreases by the actual loss amount. Our hard drawdown limit means trading is paused if the monthly loss reaches 10% — protecting you from catastrophic losses. All investors are notified immediately if the drawdown limit is approached.
How do I withdraw my investment?
Withdrawals are processed after the minimum lock-in period (3 months for most plans). Submit a withdrawal request via your investor dashboard or by contacting your Relationship Manager. Processing times vary by plan: 5–7 business days (Genesis), 3 business days (Meridian), 24 hours (Apex). Capital is returned via bank wire to your registered account. Profit can be withdrawn at any time; principal has the lock-in requirement.
Is my capital safe? What if FIG experiences operational problems?
Your capital is held in fully segregated client accounts — completely separate from FIG's operational funds. This means FIG's operating expenses are never paid from your capital. Additionally, 30% of your allocation is maintained in liquid instruments at all times, ensuring withdrawal requests can be honoured even during market stress. All fund transfers require multi-signature approval from senior management, preventing unauthorised movements.
Can I upgrade my plan after investing?
Yes. You may upgrade your plan (e.g., from Genesis to Meridian) by adding capital to meet the new plan's minimum threshold. The upgrade takes effect from the next monthly cycle. Downgrading is also possible — contact your Relationship Manager to discuss. Plan changes require a written request and confirmation from our compliance team.
⚠ Risk Disclosure: All investments involve risk including possible loss of principal. Past performance is not indicative of future results. For accredited and institutional investors only.