Offer your clients access to a curated list of exclusive alternative investment opportunities
Our extensive network and rigorous due diligence process gives your clients access to top tier opportunities saving you time that can be better utilized servicing clients
The demand for alternatives and opportunities that align capital with values is rising dramatically. Stay ahead of industry trends and grow your practice.
Citizen Mint provides advisors with extensive resources that advisors can white label and use in their practice including white papers, blogs and dashboard views of how a client should allocate to alternatives based on goals and values.
Sourcing new private market investment opportunities is time consuming and challenging
Tap into our due diligence to discover top opportunities seeking to maximize returns while solving global problems
Accessing the best alternatives is difficult and minimums are usually too high for clients
Diversify your client’s portfolio with simple access to alternatives with lower minimums
It is increasingly more challenging to differentiate your services from competitors
Stay ahead of the rising demand for impact investments by offering clients unique opportunities aligned with their values
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Retain and grow your business by diversifying your client’s investment portfolio while still ensuring it aligns with their values. Some of the top benefits our advisors experience include:
Download our guide to learn how to differentiate your practice
Send us an email or schedule a call to discuss how we can work with you and your clients
Use our dashboard to understand how clients should allocate to private markets and get free white labeled reports for clients
Review opportunities that meet your clients financial and non-financial goals
PRIVATE MARKET ALLOCATIONS
Input a client’s investment portfolio value and navigate between various financial objectives to see an example allocation across private market investment categories.
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*Financial projections or returns displayed on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results.
Disclosures: No communication by Citizen Mint Inc. or any of its affiliates (collectively, “Citizen Mint”), through this website or any other medium, should be construed or is intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Nothing on this website is intended as an offer to extend credit, an offer to purchase or sell securities or a solicitation of any securities transaction.
Any financial projections or returns shown on the website are estimated predictions of performance only, are hypothetical, are not based on actual investment results and are not guarantees of future results. Estimated projections do not represent or guarantee the actual results of any transaction, and no representation is made that any transaction will, or is likely to, achieve results or profits similar to those shown. In addition, other financial metrics and calculations shown on the website (including amounts of principal and interest repaid) have not been independently verified or audited and may differ from the actual financial metrics and calculations for any investment, which are contained in the investors’ portfolios. Any investment information contained herein has been secured from sources that Citizen Mint believes are reliable, but we make no representations or warranties as to the accuracy of such information and accept no liability therefor.
Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Citizen Mint or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website. Investors must be able to afford the loss of their entire investment.
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Sign up now to access private market investments on Citizen Mint’s platform.