Traditional Portfolio Management - Drive Planning

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Traditional portfolio management

A professionally managed stock, bond, ETF or dividend based.

Choose from Equity based Dividend Strategies, High quality Bond Portfolios or Exchange Traded Fund Models. Each of these options are professionally managed by some of the top investment firms in the industry.

Try our investment calculator to see how your investment would grow over time.

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Company

Privately Held

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Minimum Investment

Varies per opportunity

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rate of return

6% to 15% (market based)

FEATURED OPPORTUNITIES

Explore our Private Investments

Get more control over your financial life by choosing an investment that aligns with your goals. Our private investments bring you the opportunity to invest in short, mid or long-term investments.

The Real Estate Acceleration Loan

Insured loans which are backed by real estate colatera

The CORE Fund

Cash Out Real Estate Fund through Tax Liens

Wells Real Estate Investment

A real estate secured mezzanine loan.

Renewable Energy Fund

Low-risk, first position debts secured by a PPA.

Traditional Portfolio Management

A professionally managed stock, bond, ETF or dividend based.

Short Term Rental Real Estate

A turnkey approach to an Air BnB Strategy.

Storage Unit Investments

Developed and professionally managed by a company who operates in the storage industry.

Waste to Energy

Technology that converts trash into Bio-Diesel Fuel and additional products.

Oil & Gas Wells

Create long-term growth as well as significant advantages for tax planning.

Multi-family Real Estate

Invest into apartment buildings, duplex or multiplex real estate.

Film, TV & Digital Entertainment

An investment with tax credits.

Conservation Easements

This investment is typically used in conjunction with a coordinated tax strategy.

Velocity Banking

A safer way to save and grow money using the Private Reserve Strategy®