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Announcement on increase in investment minimums

From February 1, my investment minimums on the monthly accounts will increase from $650 to $750 a month, or currency equivalent.

The main reasons for this change are:

  • A big increase in demand from an increasing readership and existing client base.
  • On average, I have found that bigger clients are more likely to share my values; trusting, relationship-driven and digital. That is a generalization, but has been true 80% of the time.
  • I want to maintain a personal relationship with each client and this can only be continued if I become more and more selective.

The lump sum minimums will remain at $75,000 for the time being.

This website is not designed for American resident readers, or for people from any country where buying investments or distributing such information is illegal. This website is not a solicitation to invest, nor tax, legal, financial or investment advice. We only deal with investors who are expats or high-net-worth/self-certified  individuals, on a non-solicitation basis. Not for the retail market.

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