Four tiers. One rule: ranges, never guarantees.

Each tier below pairs an illustrative target range with the volatility that comes with it. Nothing here is a promised return — that's the entire point of this demo.

Foundation · Tier 1

Capital Preservation

2–4%

Illustrative annual target range · low volatility

Modeled on short-duration, investment-grade instruments
Demo minimum ledger: $500
No lock-up in the demo flow
Best suited to a 6–18 month horizon

Select Tier

Balanced · Tier 2

Balanced Growth

5–9%

Illustrative annual target range · moderate volatility

Diversified model across 6 asset classes
Demo minimum ledger: $2,500
Quarterly rebalancing, modeled
Best suited to a 2–4 year horizon

Select Tier

Growth · Tier 3

Growth Tilt

8–14%

Illustrative annual target range · higher volatility

Equity-weighted model portfolio
Demo minimum ledger: $10,000
Dedicated model dashboard
Best suited to a 4–7 year horizon

Select Tier

Legacy · Tier 4

Legacy Horizon

10–18%

Illustrative annual target range · long horizon, high volatility

Multi-year modeled horizon
Demo minimum ledger: $50,000
Concierge-style demo onboarding
Best suited to a 7+ year horizon

Select Tier

These tiers, ranges, and minimums are fictional demo content built to show interface design — not a real product, offer, or investment advice. Real returns are never guaranteed, and higher target ranges always carry higher risk of loss.

How tiers compare

Reading the table the way a client would.

Tier	Target range	Volatility	Horizon	Demo minimum
Foundation	2–4%	Low	6–18 mo	$500
Balanced Growth	5–9%	Moderate	2–4 yrs	$2,500
Growth Tilt	8–14%	High	4–7 yrs	$10,000
Legacy Horizon	10–18%	Very High	7+ yrs	$50,000

Four tiers. One rule: ranges, never guarantees.

Capital Preservation

Balanced Growth

Growth Tilt

Legacy Horizon

Reading the table the way a client would.

Open a demo ledger and pick a tier.