This education session was designed to show you how modern investors think about retirement income, volatility, and alternative strategies.

From here, there are two directions people typically go:

Path 1 - Some want to understand how professional funds and institutional strategies are structured.
Path 2 - Others prefer to apply advanced frameworks themselves inside their own portfolios.

 PATH 1 — PROFESSIONALLY MANAGED

(Eligibility required — private education session)

This path is designed for investors who are exploring professionally managed private funds and institutional-style strategies built specifically for income-focused portfolios.

You will be directed to the BranchPoint Asset Management website, where you can learn more about how private fund offerings are structured for income-oriented investors.

These offerings are not public investments and are generally available only to individuals who meet certain financial eligibility standards (typically a household with a combined $2.2M+ net worth, excluding primary residence).

This experience is designed to help qualified investors understand the structure, design, and philosophy behind income-focused private funds.

You will also receive access to an investor information package if you are eligible.

This path is generally a fit if you:

• Are approaching or in retirement and focused on income planning
• Have significant investable assets
• Are exploring private funds or professionally managed alternatives
• Prefer working with a professional investment team rather than executing strategies yourself

What happens next:

• You will be redirected to BranchPoint Asset Management to learn more about the private fund offerings
• You will be asked a few questions to determine eligibility
• If appropriate, you will receive the investor package
• You may book a strategy call with a member of the BranchPoint team
• Qualified investors may also request a follow-up discussion with Eric Seto, the Chief Investment Officer

Proceed to BranchPoint Asset Management for High Net Worth Individuals & Families:

PATH 2 — DO-IT-YOURSELF

(Advanced investing education)

This path is designed for investors who want to personally apply what you’ve learned and build income-focused strategies inside your own portfolio.

Instead of working with a professional investment team, this track is for those who want to learn the strategies, frameworks, and execution process and implement them themselves.

You will be taken to Eric’s investing education platform, where over 100,000+ people have attended free training focused on long-term investing and monthly income strategies.

In this education track, you will learn:

• How to identify discounted, high-quality stocks for long-term investing
• How monthly income strategies are structured and executed
• How to design a personal portfolio that blends growth and cash flow
• How to think about entries, exits, and risk management
• How to build a repeatable, rules-based investing process
• How to apply institutional and machine-learning concepts at the individual-investor level

This path emphasizes education, repetition, and skill development so you can make and manage your own investing decisions.

This path is generally a fit if you:

• Enjoy managing your own investments
• Want structured guidance but personal control
• Are building or refining your own income strategies
• Prefer learning execution frameworks rather than delegating to a fund
• Want to actively develop your investing skill set

What happens next:

• You’ll be taken to the investing education page
• You can register for a free training session
• You’ll be introduced to the long-term investing and monthly income frameworks
• From there, you can explore deeper education and optional coaching resources