The Process
How It Works
Giving the gift of long-term investment has never been simpler. Our process focuses on creating a beautiful gifting experience first, with the power of investment behind it.
Choose & Purchase
Browse our collection of curated portfolio boxes. Each portfolio is thoughtfully constructed with long-term growth in mind. Select the investment amount and presentation style that fits your occasion.
Present the Gift
Your portfolio box arrives in premium packaging, ready to gift. The luxury presentation creates an unforgettable unboxing experience for graduations, weddings, baby showers, or any milestone worth celebrating.
Recipient Redeems
Inside each box is a unique QR code and NFC-enabled card. The recipient scans to access their investment portfolio through our secure platform, where they can view holdings and track growth over time.
Security & Trust
Trusted & Secure
All investments are held with established, regulated financial institutions. Your gift and the recipient's portfolio are protected by industry-standard security practices and regulatory oversight.
Questions?
Frequently Asked Questions
Ready to Give a Gift That Grows?
Browse our collection and find the perfect portfolio box for your next milestone celebration.