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Why is crowdfunding a legitimate way to raise capital?

Three key areas have helped drive this growth in the crowdfunding industry: Technology: Investment software is more available and cost-effective than ever. Today, there is a plethora of investment software and service providers that make it relatively easy for issuers to get set up. Compliance and Legal: The JOBS Act, signed into law in 2012, allowed non-accredited investors to invest in startups and mini-IPOs. Essentially, the CF and Reg A offerings. This blew the doors open for companies and very early adopters. Retail Investor Demand: There is enormous demand from retail investors. Retail investors want access to more options with ...

August 15th, 2023|

What is the democratization of wealth? 

We are living in a democratization of wealth era. The democratization of wealth means giving everyone, regardless of wealth or connections, the ability to invest and build wealth on a level playing field. At CalTier, we open the door to institutional-grade cash-flowing real estate that the everyday investor would not normally be able to access easily.

August 15th, 2023|

Why do I have to answer questions before investing?

When you first create an account, our platform asks you simple questions enabling us to tailor your investment experience. You can update these and change them at any time in your dashboard. Investment advice is provided via an online process by CalTier Advisors LLC (“CTA”). CTA is a Registered Internet Advisor with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Advisory services are provided to investors who become clients of CTA (“Clients”) and agree to the Investment Advisory Agreement when creating an account on the CalTier platform. CTA is paid by CalTier for these services. Form ...

August 15th, 2023|

I set up my “Auto Invest” feature, but I want to change the payment method/amount/date. How can I do this?

We definitely understand that sometimes you need to update your monthly investment  - and that is why we make it so easy to do so. To change your "Auto Invest" feature, all you have to do is simply log into your password-protected account and follow the instructions below.  1. Log into your private dashboard here 2. Select ‘Portfolio’ at the top 3. Navigate to ‘INVESTMENTS’ 4. Scroll down and click the blue button ‘Active’ 5. Modify the amount or any information you'd like 6. Make sure to click 'UPDATE' to confirm Once this is set up, your future transactions will ...

August 15th, 2023|