The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that we form “Creating Capital” Community groups. Creating Capital is about helping investors learn the principles of sound money management and investment strategy.

We provide innovative ways to learn about personal finance, plan for success, and in turn grow your wealth. This is done by combining cutting-edge technology and our state-of-the-art financial planning and investment tools. Creating Capital grants access to efficient, effective, and reasonably-priced on-demand financial guidance.

Goals of Creating Capital

To provide exclusive financial planning content and tools and make them available to clients on-demand.
To deliver service with an easy to understand membership fee structure.

Operational Dynamics

Creating Capital will team up with investors outside of the firm to organize what are called Capital Circles.

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Creating Capital will offer a free toolkit to the leaders who oversees their respective Capital Circles. They can download lesson plans, learn from experienced United Capital Wealth advisors, and network with other members.

From there, Circle leaders recruit members from their surrounding areas and meet to discuss finance and investing offline and online. The members are challenged to thoroughly review their finances and grow their body of knowledge as it pertains to managing their money.

Creating Capital posts lessons periodically on its site to facilitate further discussion within Capital Circles.

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CREATING CAPITAL

The goal of investment advisory is to help investors manage their money more effectively. However, the spirit behind such advice is education, including educating investors on their investments and how they work. It’s with this purpose in mind that the Private Wealth  team at United Capital form “Creating Capital” Community groups. Creating Capital is the Online subscription-based version of United Capital’s Private Wealth services.

CONTACT US

12th Floor, UBA House,
57 Marina, Lagos
Tel: +234-1-280-8862
wealthmanagement@unitedcapitalplcgroup.com

Copyright ©2018 Creating Capital Circles.

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