OUR UNIQUE APPROACH
ZOLLA FIXED RATE ACCOUNT
With Zolla, the online generated investment account, you'll earn a fixed annual percentage rate (APR) of 8.0%. That's not only one of the nation's best rates, it sets a benchmark at 15 times greater than many of the leading institutions. After compounding, our APY (Annual Percentage Yield) is 8.33%.
Stable, consistent returns manage by our senior investment team. Zolla will provide its members with audited financial statements annually as well as company compiled quarterly and monthly statements. Minimum investment is $50,000.00
(Automated Trading Through Upvesting™ Fund)
Algorithmic trading by Family Wealth Legacy called Upvesting™ Fund, uses the process of computers programmed to follow a defined set of instructions for placing a trade in order to generate profits at a speed and frequency that is impossible for a human trader.
Automated Trading makes trading more systematic by ruling out emotional human impacts on trading activities, thus Upvesting™ Funds have not had a losing year since our genesis and yes we made profit in 2008 and 2009.
Upvesting™ Fund currently offers 6 unique Algorithmic Trading platforms.
Upvesting™ Funds are highly liquid, and carry zero fees for full or partial withdrawal at any time.
With our unique hurdle rate implemented the investor will never incur management fees or performance fees unless the asset performs profitably by year end. As well, there is no performance fee due unless multi-year profit occurs.
Unlike many other wealth management institutions, our fees are based solely on performance never charging management fees on your net asset value.
FOCUS ON BACKTESTING
The Upvesting™ Fund has been backtesting since 2002.
Backtesting is the process of testing a trading strategy on relevant historical data to ensure its viability before the trader risks any actual capital.
Upvesting™ Fund traders can simulate the trading of a strategy over an appropriate period of time and analyze the results for the levels of profitability and risk.
The Upvesting™ Fund has never lost money over any 6 month period. Of course, the underlying investing is not guaranteed to perform as intended or as it has for the last 16 years.
RUNS OFF THE CLOUD
The Upvesting™ Funds strategies conduct instant reporting, transparency and accountability on Quantconnect.com. Quantconnect is the best platform in the world for creating algorithmic investment strategies. Once set in motion, all human efforts and emotions to trading are removed and zero human intervention is required, even to rebalance or maintain.
RANKED NUMBER ONE
The Upvesting™ Fund is Ranked #1 in the world in terms of performance and other key indicators.