Fiduciary Alignment.
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Designed to align our interests with your long-term legacy
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Capital Commitment: A Unified Institutional Mandate

Access exclusive mandates based on your total capital commitment.

Strategic Commitment.Enhanced Access.

Choose the Investment Plan That Fits You

Whether you’re just getting started or looking for more advanced investment options, each plan gives you access to professionally managed strategies designed to help put your money to work while keeping risk in mind.

Starter
Minimum Investment: $1,000 $1,000 – $4,999

A simple starting point for investors who want their money professionally managed without having to make every investment decision themselves.

2.5% target / 7-day cycle
What’s Included
  • Smart Vault — helps put money that would otherwise sit idle to work
  • Risk-Aware Growth — invests for long-term growth while actively monitoring risk
What You Get
  • AI-assisted portfolio management
  • Automatic portfolio adjustments when needed
  • Ongoing risk monitoring
  • Clear reports showing how your portfolio is doing

Best suited to investors looking for a straightforward way to start investing.

Choose Starter
Most Popular
Core
Minimum Investment: $5,000 $5,000 – $19,999

For investors who want to spread their money across more investment strategies rather than relying on a single approach.

5% target / 7-day cycle
Everything in Starter, plus:
  • Adaptive Factor Rotation — adjusts your investments based on changing market conditions and opportunities
  • Risk-Aware High-Dividend Yield — focuses on investments that can provide dividend income while still offering exposure to market growth
What You Get
  • More ways to diversify your portfolio
  • More detailed portfolio information and analysis
  • AI-assisted adjustments based on changing risk and market conditions
  • Tax-conscious investing for eligible accounts

Best suited to investors who want greater diversification and more ways to put their capital to work.

Choose Core
Advanced
Minimum Investment: $20,000 $20,000 – $49,999

For investors who are comfortable taking on additional risk in exchange for access to a wider range of investment strategies.

10% target / 7-day cycle
Everything in Core, plus:
  • Politician Trading Strategies — uses publicly available political trading disclosures as one source of investment signals
  • alphaAI Pro — provides exposure to investments with greater potential gains as well as greater potential losses
What You Get
  • Access to more advanced investment strategies
  • More detailed reports and portfolio dashboards
  • Priority onboarding and support
  • Greater ability to tailor the portfolio to your investment goals

Best suited to experienced investors who understand that pursuing greater growth opportunities can also involve greater risk.

Choose Advanced
Full Access
Elite
Minimum Investment: $50,000 $50,000 – $1,000,000

Our most comprehensive plan, designed for investors who want access to the full range of available strategies and a higher level of portfolio customization.

15% target / 7-day cycle
Everything in Advanced, plus:
  • Tax-Aware Long/Short — can invest in both rising and falling market opportunities while also looking for ways to manage risk and improve tax efficiency
What You Get
  • Access to the full range of available strategies
  • The highest level of portfolio customization
  • Advanced reporting and portfolio analysis
  • Dedicated support and guidance
  • More options for tax-conscious portfolio management

Best suited to experienced investors with larger portfolios who want greater flexibility and access to more sophisticated investment approaches.

Choose Elite

Risk Disclosure

Investing involves substantial risk, including possible loss of principal. Market volatility, system limitations, liquidity constraints, and external economic factors may negatively affect performance.

Target returns and win rates are not guaranteed and may not be achieved. Our system is designed to protect your principal. Eligible clients are entitled to receive their initial invested capital back in accordance with program terms.

Our clients work at top companies like:

Your Capital is protected

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Strategic Asset Stewardship
Direct Asset Ownership

At CVE Capital Corp, when you establish a mandate, your assets are held at our institutional brokerage partner under your specific name. You remain the sole owner of all portfolio assets. This ensures that in the event of any corporate transition, you maintain full control and direct access to your capital, which is held independently from the firm’s operational assets at all times.

SIPC Institutional Protection

Our brokerage partner is a member of SIPC, protecting securities customers of its members up to $500,000 (including $250,000 for cash). Note that this provides protection against firm insolvency and does not cover ordinary market fluctuation.

The Fiduciary Mandate

We operate under a strict fiduciary mandate, legally obligated to prioritize your interests above our own. Built on Trish Costello’s $1.7B legacy of institutional excellence, CVE Capital Corp puts capital stewardship at the heart of every strategy we architect for our private clients.

Strategic Inquiries & Methodology

Technical clarity on our institutional framework and capital stewardship mandate

How does CVE Capital Corp utilize proprietary AI?

utilize AI to automate high-level portfolio analysis and execution within a disciplined, institutional framework. Our system integrates multiple machine-learning models to analyze global market signals. These inform strategic decisions implemented through predefined mandates for allocation and risk management, ensuring all activity remains aligned with your $1.7B legacy-grade profile.

What governs the security of AI-managed capital?

AI is utilized within a structured, research-driven investment process with rigorous oversight. While models generate signals, all actions are executed within fiduciary constraints aligned to your specific mandate. The system does not operate autonomously; it functions within clearly defined limits designed to support consistent execution and Capital Preservation.

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What are the suitability requirements for a mandate?

As a Private Equity and Advisory firm, we focus on high-touch stewardship rather than retail account minimums. While we evaluate each private legacy individually, our strategies are architected for investors seeking institutional-grade oversight. Please [Request a Consultation] for a comprehensive portfolio and suitability review.

What are the suitability requirements for a mandate?

As a Private Equity and Advisory firm, we focus on high-touch stewardship rather than retail account minimums. While we evaluate each private legacy individually, our strategies are architected for investors seeking institutional-grade oversight. Please [Request a Consultation] for a comprehensive portfolio and suitability review.

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How does CVE Capital Corp differ from traditional advisors?

Traditional advisors often rely on static, passive allocations. CVE Capital Corp utilizes a rules-based, Adaptive Mandate that adjusts portfolio exposure in response to shifting global conditions. Our strategies apply systematic signals to rotate exposure within predefined limits, prioritizing Risk-Adjusted Alpha over purely passive, stagnant market participation.

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Require further technical clarity on our institutional fee structure or mandate tiers?

Speak with a Strategy Architect to review our framework

[Request a Strategic Consultation]
Legal & Disclosure

Testimonials are from CVE Capital Corp clients. Clients were not paid for their testimonials. Each testimonial reflects the individual experience of the clients depicted. They are not intended to represent any other client’s experience. The client testimonials represent their opinions at the time given. Logos represent companies that CVE Capital Corp clients work at. Logos should not be construed as these companies' endorsement or partnership of CVE Capital Corp. The content provided should not be construed as investment or financial advice, tax or legal advice, an offer, solicitation of an offer, or advice to buy or sell securities or other products offered by CVE Capital Corp or any third party. All investments involve risk.

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