Investment Plans - Quaker Investment Trust
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Investment Plans

Empowering Growth with Structured Wealth Solutions

Whether you’re just starting your investment journey or managing institutional capital, our tiered investment plans are crafted to align with your financial goals, risk tolerance, and growth expectations. Each plan offers fixed durations under one year, competitive returns, and full reinvestment options.

Foundation Growth Plan

  • Short-Duration Income Allocation Strategy
  • Investment Objective: Short-duration capital appreciation through actively managed short-term market allocations. The strategy offers controlled market exposure suitable for entry-level participants seeking structured participation.
  • Minimum Investment: $100
  • Maximum Investment: $29,999
  • Investment Term: 7 Days
  • Target Return Profile: Target performance of up to 2% per day. Expected average return typically ranges between 2% and 5% over the term, subject to market conditions and portfolio activity.
  • Risk Classification: Conservative to Moderate — structured short-term allocation model with active oversight.
  • Distribution Policy: Profit are distributed at maturity (7 days), and optional reinvestment with compounding.
  • Liquidity: Principal and earnings are available at the end of the investment term. Subsequent subscription is permitted upon completion.
  • Investor Suitability: Appropriate for new or entry-level investors seeking simplified onboarding, guided support, and short-term structured exposure.
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Strategic Plus Plan

  • Strategic Growth Allocation
  • Investment Objective: Short-term capital appreciation through diversified allocations across public equities, real estate investment vehicles, and exchange-traded instruments.
  • Minimum Investment: $30,000
  • Maximum Investment: $99,999
  • Investment Term: 30 Days
  • Target Return Profile: Target performance of up to 5% per day. Expected average return typically ranges between 10% and 25% over the investment cycle, subject to market performance and asset allocation outcomes.
  • Risk Classification: Moderate-growth mandate with diversified market exposure, supported by active portfolio management and structured risk oversight.
  • Portfolio Composition: Public Equities, Real Estate Investment Trust (REITs), and Exchange-Traded Funds (ETFs)s
  • Compounding Structure: Automated compounding throughout the investment cycle with performance monitoring.
  • Investor Services: Periodic performance reviews, Allocation and market insights, and Flexible reinvestment options at maturity.
  • Investor Suitability: Structured for growth-oriented professionals and experienced investors seeking higher-yield, actively managed short-duration exposure.
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Executive Asset Plan

  • Multi-Sector Strategic Allocation
  • Investment Objective: Accelerated capital growth through diversified multi-sector allocations, including real estate-linked instruments, commodities exposure, and structured digital asset hedge strategies.
  • Minimum Investment: $100,000
  • Maximum Investment: $999,999
  • Investment Term: 90 Days
  • Target Return Profile: Target performance of up to 10% per day. Expected average return ranges between 35% and 85% over the investment term, subject to trading execution, allocation strategy, and prevailing market conditions.
  • Portfolio Strategy: Real estate-linked structured instruments, Commodities allocation for macroeconomic and inflation hedging, and Managed digital asset including cryptocurrency hedge strategies.
  • Risk Classification: High-yield allocation strategy with active risk controls and tactical portfolio rebalancing.
  • Compounding Structure: Automated compounding throughout the investment cycle with performance monitoring.
  • Investor Services: Dedicated advisory access, Performance reporting including allocation analytics, and Reinvestment options at maturity.
  • Investor Suitability: Intended for high-net-worth individuals, entrepreneurs, and senior executives seeking diversified alternative sector exposure with enhanced yield potential.
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Legacy Premier Plan

  • Strategic Capital Preservation & Growth Mandate
  • Investment Objective: Long-term capital appreciation through bespoke, actively managed allocations across private and alternative markets, structured for institutional and high net-worth investors.
  • Minimum Investment: $1,000,000
  • Maximum Investment: $10,000,000
  • Investment Term: 365 Days
  • Target Return Profile: Target performance of up to 19% per day. Expected average return ranges approximately 95%, with potential upside reaching up to four times the initial capital annually under favorable market conditions subjected to portfolio execution, allocation strategy, and prevailing market dynamics.
  • Strategic Allocation Framework: Private equity participation, Infrastructure and long-duration asset exposure, Managed digital and cryptocurrency hedge strategies
  • Portfolio Structure: Customized allocation model tailored to client objectives, liquidity preferences, and risk tolerance.
  • Risk Classification: High-performance mandate with structured risk management and institutional oversight.
  • Client Governance & Oversight: Dedicated portfolio management, Advanced performance dashboards and reporting, and Strategic review sessions and legacy planning supporting strategic review sessions and legacy planning support.
  • Investor Suitability: Designed for institutional investors, corporations, family offices, and ultra-high-net-worth individuals seeking comprehensive capital strategy engagement.
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Regional Strategic Partner Mandate

Overview: Quaker Investment Trust may appoint qualified individuals or entities as Regional Strategic Partners to support expansion across designated international markets. Appointments are merit-based and subject to due diligence, regulatory clearance, and executive approval.

Appointment Criteria

Selection is based on:

  • Demonstrated professional credibility and market standing
  • Established regional networks and influence
  • Proven capability to facilitate market entry and capital growths

All candidates undergo formal vetting, compliance review, and contractual assessment.

Mandate Scope

Regional Strategic Partners may:

  • Facilitate expansion within assigned territories
  • Support institutional relationship development
  • Introduce qualified investors and strategic contacts
  • Provide regional intelligence and advisory insights
  • Assist with regulatory navigation, where applicable
Investor Benefits & Partnership Framework

Investor engagement scales in alignment with capital commitment and strategic participation. Benefits are structured as service-level enhancements rather than promotional inducements.

Tier I – Foundation Growth Partnership

Designed For: Emerging investors building long-term capital discipline.

Investor Privileges:

  • Structured onboarding and capital planning guidance
  • Educational briefings
  • Digital portfolio dashboard access
  • Reinvestment flexibility at maturity

Objective: Establish disciplined portfolio exposure with guided oversight.

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Tier II – Strategic Plus Partnership

Designed For: Growth-focused investors increasing allocation exposure.

Investor Privileges:

  • Quarterly portfolio consultations
  • Enhanced performance analytics
  • Priority access to select allocations
  • Structured referral recognition program
  • Fee considerations for extended commitments

Objective: Support capital scaling through diversified exposure and advisory engagement.

Tier III – Executive Asset Partnership

Designed For: High-net-worth investors seeking enhanced allocation control.

Investor Privileges:

  • Dedicated relationship manager
  • Customized allocation adjustments
  • Early access to alternative sector placements
  • Advanced risk analytics reporting
  • Preferential fee arrangements

Objective: Integrate growth strategy with capital preservation and structured expansion.

Tier IV – Legacy Premier Mandate (Private Access)

Eligibility: Ultra-high-net-worth individuals, family offices, and institutional participants.

Access: By invitation or verified qualification only.

Private Wealth Protocol Includes:

  • Customized portfolio architecture
  • Direct engagement with investment committee
  • Access to private equity and infrastructure placements
  • ESG and thematic allocation mandates
  • Succession and intergenerational planning integration

Disclosure & Governance: All allocation structures, incentive models, and co-investment rights are governed by formal agreements, due diligence verification, and applicable securities regulations.



Compliance Statement
Quaker Investment Trust does not provide guaranteed bonuses, promotional inducements, or lifestyle incentives. Investor benefits are structured solely as:

  • Service-level enhancements
  • Advisory access improvements
  • Fee-tier adjustmentsn
  • Strategic allocation privileges

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