Home
    CalculatorsAI AssistantCompassP&LIncome StatementInvestmentsLearn
    For Accredited Investors & Business Owners

    Investment Intelligence for High-Net-Worth Portfolios

    Sophisticated investment strategies designed to maximize after-tax returns and minimize risk for portfolios exceeding $1M. Explore private equity, real estate, alternatives, and tax-advantaged vehicles.

    8-25%
    Expected Returns
    6
    Asset Classes
    Tax-Optimized
    Strategies
    Quick Access:Financial DashboardTax Optimization ToolsPortfolio AnalysisBusiness Owner ToolsEstate PlanningCapital Gains CalculatorInvestment Education

    Explore Asset Classes

    Diversify across multiple asset classes optimized for tax efficiency and risk-adjusted returns

    📊
    Accredited OnlyGood Tax
    Private Equity & VC
    Access to private companies and venture capital funds with potential for outsized returns
    Minimum
    $250,000
    Expected Return
    15-25%
    Risk Level
    Very High
    🏢
    Excellent Tax
    Real Estate Investments
    Commercial properties, syndications, REITs, and opportunity zones for passive income and appreciation
    Minimum
    $50,000
    Expected Return
    8-15%
    Risk Level
    Medium
    💎
    Accredited OnlyFair Tax
    Alternative Investments
    Hedge funds, managed futures, commodities, and non-traditional assets for portfolio diversification
    Minimum
    $100,000
    Expected Return
    10-20%
    Risk Level
    High
    🛡️
    Excellent Tax
    Tax-Advantaged Vehicles
    Municipal bonds, opportunity funds, oil & gas partnerships optimized for after-tax returns
    Minimum
    $25,000
    Expected Return
    4-8%
    Risk Level
    Low
    💰
    Accredited OnlyFair Tax
    Private Credit & Debt
    Direct lending, mezzanine financing, and structured notes for consistent income generation
    Minimum
    $100,000
    Expected Return
    8-12%
    Risk Level
    Medium
    🚀
    Good Tax
    Operating Businesses
    Direct ownership, franchise opportunities, and private company stakes for active investors
    Minimum
    $500,000
    Expected Return
    20-40%
    Risk Level
    Very High

    Ready to Optimize Your Portfolio?

    Use our tax calculators and investment tools to model different scenarios and maximize your after-tax returns.

    Capital Gains CalculatorInvestment Education

    Financial Calculators & Planning Tools

    Educational and planning calculators. Not fiduciary, tax, or legal advice.

    All CalculatorsLearnAboutMethodologyInvestmentRetirementMortgageFeedback