Do I have to maintain a minimum balance in my investment account?

We ask that all of our customers maintain at least $10 in their individual investment accounts.

If your account’s value temporarily dips below $10 due to the performance of the fund, you do not need to take any action.

If a sale of shares you initiate results in your account’s value falling below $10, we ask that you place a buy order to bring your account’s value back to or above $10 within thirty days.

After this 30-day grace period, as the Adviser, we reserve the right to redeem your account if the balance remains below $10.