We have three different portfolio plans that allow various levels of decision-making power for the client. The Standard plan, beginning at our minimum of $1,000, is entirely algorithmically managed and the wines are chosen for you based on your investment criteria. The Premium and Grand Cru plans (minimum $50,000 and $250,000 investment, respectively) allow the investor as much say as they would like in selecting wines for their portfolio. Please schedule a call with one of our Portfolio Advisors if you are interested in investing at the Premium or Grand Cru levels.
Laws and regulations administered by OFAC impose restrictions on the provision of services to persons, including U.S. citizens and permanent residents, that are located in specified sanctioned jurisdictions, including Cuba, Iran, North Korea, Syria, and the Crimea region of Ukraine. If you travel to these locations, you won’t be able to access your account, and attempted log-ins may lead to account restrictions.