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How it Works
IVEST Philosophy
We believe the three-legged stool used in retirement planning advice is irretrievably broken.
We believe the 401k & IRA doctrine is fundamentally flawed.
We believe liquidity lays the foundation for creating wealth.
We believe that leverage, when used properly, can create the opportunity to create wealth.
We believe investors must control fees, taxes and risk to sustain wealth.
We believe that mankind is to create, and consume wealth for himself, and then conserve wealth for the next generation.