FAQs

Our investment process begins with a personalized consultation to understand your financial goals and risk tolerance. After an onboarding session, we guide you through each step, from data capture to investment selection, ensuring a smooth experience.

Onboarding is a fully remote process conducted via Zoom from your home. You’ll complete our “Know Your Client” procedures and data capture through our portal, designed to make it seamless, fast, and convenient.

Returns vary based on the type of investment and market conditions. During your onboarding, we discuss potential returns and associated risks in detail.

All investments carry some level of risk. Our team conducts a suitability analysis to match your financial goals with appropriate investment options, and we’re transparent about all associated risks.

Yes, we provide an easy-to-use portal for data capture and other onboarding steps. Templates and guidelines are also available to ensure a smooth experience.

Security is our priority. Our system uses advanced technology to protect your data, and all interactions are conducted through secure platforms.

We work with a range of investors, from accredited and eligible investors to those starting with smaller investments. Each type has different criteria, so reach out to see where you fit.

Our clients do not pay any fees directly to Waverley. We are compensated by our issuers. All published historical and projected returns are net of all fees and commissions.

Yes, our team works closely with you to ensure your portfolio aligns with your current life stage, whether that’s generating cash flow, principle growth, tax efficiencies, or a combination.