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Accounts
ICANIVEST opens a separately managed account (SMAs) held in the client’s name at a third party broker custodian - Interactive Brokers. Separately Managed Accounts are safer, cheaper, transparent, and more tax-efficient than investing through funds. Only the client can make deposits and withdrawals in the account. Only ICANIVEST can invest the money as per its Investment Management Agreement with the client. Interactive Brokers independently sends account statements and provides the trading platform for the clients. Clients have 24/7 visibility into their portfolio via web and mobile app.
Customers
Investing in public cannabis equities is a high risk and high reward endeavor. We encourage our customers to look at a few individual cannabis stocks and a few ETFs in the space to really understand how extreme the performance/returns are in the cannabis space. Because of this volatility, we seek investors that are long term, willing to hold the course in difficult markets, and have high net worth, i.e. Qualified Investors with 2.1M in assets.
Fees
We charge "performance fees" based on the theory of a high water mark. A high-water mark is the minimum level that a fund manager needs to achieve to receive a performance fee. The high-water mark clause protects investors by avoiding paying the performance fee for the same part of return when an investment fund or account recovers from the previous loss. " High-water marks" ensures we don't make money unless you make money, period.
ICANIVEST understands that the immature cannabis market requires FULL TIME/ACTIVE management, not a generalist wealth management platform. ICANIVEST allows you to :
In a market as dynamic and complicated as cannabis, we believe a professional opinion from a register investment advisor who is 100% focused on the cannabis industry can give clients the needed insight and/or second look at an investment that might not always be obvious. If you don't qualify for our Investment Funds perhaps our Fee Only Based Hourly Advisory Service is right for you. It focuses on providing insight into the cannabis public equity markets thru individual consultations. We share insights on asset allocation strategies, sector analysis, and equity price comparisons and discounted cashflow models. Fee only advisory clients pay only an hourly rate.
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