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A clear, proven process designed to protect your wealth and give you peace of mind.
From our first conversation to ongoing portfolio support, every step is built around clarity, transparency, and your long-term goals.
How We Build Your Alternative Investment Portfolio
Your Path to Consistent Returns and Lasting Confidence
Step 1
Introductory Consultation
We begin with a brief, no-pressure online meeting to learn about your financial objectives and investment experience. This discovery call is focused on alignment, no commitments, just clarity.
Step 2
Assessment and Investment Selection
If we are a good fit, we proceed to assess your full financial picture. Based on your goals and timeline, we present a curated list of private investments that align with your risk tolerance and desired outcomes.
Step 3
Portfolio Planning & Confirmation
Together, we shape your portfolio around what matters most to you; combining dependable income with carefully chosen opportunities for growth.
Using our tailored portfolio system, we present your plan through secure, easy-to-use platforms. You will see clearly:
- How your portfolio is diversified
- Targeted income and distribution schedule
- Expected liquidity and timing
Step 4
Onboarding & Capital Deployment
Our onboarding is fast and secure:
- Digital signatures for all documents
- Step-by-step guidance on fund transfers
- Peace-of-mind setup across every investment
Step 5
Ongoing Support & Transparent Updates
You receive transparent reporting, proactive updates, and continued access to new opportunities. Our alignment ensures your success is always our priority.
Why Clients Value This Process
Peace of Mind
Dependable income, a clear roadmap, and investments designed to lower stress compared to public markets.
Trasparency
Independent reporting, direct access to audited results, and no product pressures from banks or institutions.
Long-term Relationship
We remain aligned for the long-term, with ongoing support and access to exclusive opportunities.
“When I walk clients through the investments, there is often a visible moment of realization that it's all real. The returns, the businesses, the strategies. That’s when the anxiety they have carried from traditional markets starts to lift. What follows is a sense of relief and even elation. They finally see that their money can grow in a way that feels calm, confident, and truly aligned with their life.”
You are booking a private online meeting with Sean Blix, Rainmaker’s Founder and Private Investment Advisor.
Objective:
Give you clarity, direction, and next steps; without any pressure.
Duration:
30 Minutes
Location:
Online video conference (link provided after booking)
Advisor:
Title:
Title:
Sean Blix
Founder & Private Investment Advisor
Founder & Private Investment Advisor
Please note:
- Available to accredited investors. Others may qualify, contact us.
- Typically 2–3 hours are made available each weekday morning for consultations via Zoom or phone.
- The calendar below shows live availability for the next 10 business days.
- Need a time outside the listed options? Contact us with your preferred date and time; we will do our best to accommodate you.