Our Collection

Curated Portfolio Boxes

Each portfolio box combines premium physical presentation with thoughtfully curated investment strategies. The perfect gift for any occasion.

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Blue Foundation Portfolio Box — Investment Gift

Blue Foundation Portfolio Box — Investment Gift

A meaningful gift should last longer than the moment it’s opened. The Foundation Portfolio Box is a premium investment gift designed to help recipients begin their financial journey with intention. Each box contains a curated investment allocation funded at the value you choose, presented in an elegant, heirloom-quality keepsake designed to be saved, displayed, and remembered. This is not a prepaid card or a novelty gift. It is a tangible introduction to long-term investing — delivered through a refined physical experience and activated securely online. How It Works You choose the investment amount. The recipient receives a luxury presentation box. They redeem the enclosed secure code online. Funds are allocated into a curated starter portfolio. The investment begins working toward their future. What’s Included A Foundation Portfolio funded at your selected amount Luxury rigid magnetic presentation box Heirloom-style portfolio and certificate cards Personalized envelope Premium metal pen Secure redemption card with step-by-step instructions Designed for Meaningful Moments Graduations Birthdays Weddings New beginnings Corporate gifting Legacy gifts Why the Foundation Portfolio Real investment allocation — not store credit Curated for long-term growth and simplicity Physical presentation for a digital asset Built to encourage saving, patience, and financial confidence The Foundation Portfolio Box is an intentional way to give value that grows — thoughtfully packaged for moments that matter. Investing involves risk. Portfolio values may fluctuate. No investment returns are guaranteed.

Starting at $79.99

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Pink Foundation Portfolio Box — Investment Gift

Pink Foundation Portfolio Box — Investment Gift

A meaningful gift should last longer than the moment it’s opened. The Foundation Portfolio Box is a premium investment gift designed to help recipients begin their financial journey with intention. Each box contains a curated investment allocation funded at the value you choose, presented in an elegant, heirloom-quality keepsake designed to be saved, displayed, and remembered. This is not a prepaid card or a novelty gift. It is a tangible introduction to long-term investing — delivered through a refined physical experience and activated securely online. How It Works You choose the investment amount. The recipient receives a luxury presentation box. They redeem the enclosed secure code online. Funds are allocated into a curated starter portfolio. The investment begins working toward their future. What’s Included A Foundation Portfolio funded at your selected amount Luxury rigid magnetic presentation box Heirloom-style portfolio and certificate cards Personalized envelope Premium metal pen Secure redemption card with step-by-step instructions Designed for Meaningful Moments Graduations Birthdays Weddings New beginnings Corporate gifting Legacy gifts Why the Foundation Portfolio Real investment allocation — not store credit Curated for long-term growth and simplicity Physical presentation for a digital asset Built to encourage saving, patience, and financial confidence The Foundation Portfolio Box is an intentional way to give value that grows — thoughtfully packaged for moments that matter. Investing involves risk. Portfolio values may fluctuate. No investment returns are guaranteed.

Starting at $79.99

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Black Foundation Portfolio Box — Investment Gift

Black Foundation Portfolio Box — Investment Gift

A meaningful gift should last longer than the moment it’s opened. The Foundation Portfolio Box is a premium investment gift designed to help recipients begin their financial journey with intention. Each box contains a curated investment allocation funded at the value you choose, presented in an elegant, heirloom-quality keepsake designed to be saved, displayed, and remembered. This is not a prepaid card or a novelty gift. It is a tangible introduction to long-term investing — delivered through a refined physical experience and activated securely online. How It Works You choose the investment amount. The recipient receives a luxury presentation box. They redeem the enclosed secure code online. Funds are allocated into a curated starter portfolio. The investment begins working toward their future. What’s Included A Foundation Portfolio funded at your selected amount Luxury rigid magnetic presentation box Heirloom-style portfolio and certificate cards Personalized envelope Premium metal pen Secure redemption card with step-by-step instructions Designed for Meaningful Moments Graduations Birthdays Weddings New beginnings Corporate gifting Legacy gifts Why the Foundation Portfolio Real investment allocation — not store credit Curated for long-term growth and simplicity Physical presentation for a digital asset Built to encourage saving, patience, and financial confidence The Foundation Portfolio Box is an intentional way to give value that grows — thoughtfully packaged for moments that matter. Investing involves risk. Portfolio values may fluctuate. No investment returns are guaranteed.

Starting at $79.99

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Purple Foundation Portfolio Box — Investment Gift

Purple Foundation Portfolio Box — Investment Gift

A meaningful gift should last longer than the moment it’s opened. The Foundation Portfolio Box is a premium investment gift designed to help recipients begin their financial journey with intention. Each box contains a curated investment allocation funded at the value you choose, presented in an elegant, heirloom-quality keepsake designed to be saved, displayed, and remembered. This is not a prepaid card or a novelty gift. It is a tangible introduction to long-term investing — delivered through a refined physical experience and activated securely online. How It Works You choose the investment amount. The recipient receives a luxury presentation box. They redeem the enclosed secure code online. Funds are allocated into a curated starter portfolio. The investment begins working toward their future. What’s Included A Foundation Portfolio funded at your selected amount Luxury rigid magnetic presentation box Heirloom-style portfolio and certificate cards Personalized envelope Premium metal pen Secure redemption card with step-by-step instructions Designed for Meaningful Moments Graduations Birthdays Weddings New beginnings Corporate gifting Legacy gifts Why the Foundation Portfolio Real investment allocation — not store credit Curated for long-term growth and simplicity Physical presentation for a digital asset Built to encourage saving, patience, and financial confidence The Foundation Portfolio Box is an intentional way to give value that grows — thoughtfully packaged for moments that matter. Investing involves risk. Portfolio values may fluctuate. No investment returns are guaranteed.

Starting at $79.99

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On orders over $100 in the contiguous US

Premium Packaging

Each box is carefully curated and beautifully presented

Investment Backed

Professional management with a focus on long-term growth