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Minimal Risk Above Average Returns
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7%-9% Fixed rate of return
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Access to Funds every 6 months
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Minimal Risk Above Average Returns
Slide
7%-9% FIXED RATE OF RETURN
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ACCESS TO FUNDS EVERY 6 MONTHS

Minimal Risk

Fixed Rate portfolio option is a short term promissory note of a 6 month term

Power of Compounding

Funds compound bi-annually when principal is invested full 12 months

Shorter Committment

Achieve higher returns compared to other companies short term fixed rate products

Minimal Risk

Fixed Rate portfolio option is a short term promissory note of a 6 month term

Power of Compounding

Funds compound bi-annually when principal is invested full 12 months

Shorter Committment

Achieve higher returns compared to other companies short term fixed rate products

Win2Trade
Win2Trade
Win2Trade
Win2Trade
Win2Trade
Win2Trade
Win2Trade

We Take the Emotion Out Of Investing

We understand the stress associated with financial burdens with so many investment options, and so many "expert" opinions and the fear of uncertainty, we thought, "there has to be a better way".
We let technology make the decisions for our clients not emotions.

Features:

  • Access to Funds Faster
  • Balanced Risk
  • Short Term Engagement
  • 62% More Wealth*
  • Financial Flexibility
  • Semi-Annual Liquidity

Disclaimer: * Based on a 9% rate of return compounded bi-annually with principal and interest reinvested; compared to a 6% rate of return compounded annually with principal and interest reinvested over a 10 year period.

Our Value

We Deliver Clients
Peace of Mind Investing

Our Value

We Deliver Clients
Peace of Mind Investing

Win2Trade

Fixed Rate of Return

Our promissory note is your key to unlocking secure, high-growth investment returns. Maximizes your earnings through the power of compound interest. Invest confidently, knowing that your wealth is in expert hands.

Optimize My Portfolio
Win2Trade

Easy to Work With

Our dedicated team ensures that every step, from onboarding to managing your returns, is simple and stress-free,. With responsive support and transparent communication, we’re here to make investing both smooth and convenient.

Invest With Impact
Win2Trade

We're AI Powered

We harness the power of AI to intelligently analyze market trends and identify the best investment opportunities for you. Our AI-powered investing approach ensures that your portfolio is optimized for maximum returns while minimizing risk.

Tailor My Trades
Win2Trade

100% Confidence

This speaks to the trust and expertise our clients experience, knowing their investments are managed with expertise and care. With personalized service, consistent payout on returns, and a proven track record, our investors stay with us.

Let's Talk
Win2Trade Resources

Investment Guides

Edit Content
Feature/Benefit Investment Portfolio Option Certificate of Deposit (CD) Why This is a Better Option
Rate of Return
Fixed Rate of Return @ 7%-9% APY
Typically 1%-5%, depending on the term and market
Higher potential returns, offering more income potential compared to the typically lower rates of CDs.
Investment Duration
Short Term Commitment (e.g., 6 months)
Can range from a few months to several years
Greater flexibility with a shorter commitment, allowing quicker reinvestment opportunities or reallocation of funds.
Liquidity
Access to Funds Every 6 Months
Limited access; early withdrawal usually incurs penalties
More frequent access to your capital without penalties, providing better liquidity and flexibility.
Guaranteed Returns
Predictable and locked-in returns within the 7%-9% range
Returns are guaranteed but usually much lower
Offers both a fixed return and higher rates, combining the predictability of a CD with better earnings.
Risk Level
Slightly higher risk due to promissory note structure
Low risk, FDIC insured up to $250,000 per depositor
Although slightly higher risk, the significantly better returns justify the minimal additional risk.
Tax Treatment *
Interest may be taxed as income
Interest is taxed as income
Similar tax treatment, but higher returns can offset tax impacts.
Protection
Not insured by FDIC; backed by issuer's creditworthiness
Insured by FDIC up to $250,000
Though not FDIC-insured, the higher returns provide more compensation for the associated risk.
Early Withdrawal Penalties
None, with access every 6 months
Significant penalties for early withdrawal
Provides penalty-free access at regular intervals, enhancing financial flexibility.
Ease of Understanding
Simple structure, with clear terms and fixed returns
Simple, but may offer lower complexity products
Offers a similarly straightforward structure but with the advantage of higher returns.
Inflation Protection
Higher returns may better keep pace with inflation
Typically lower returns, which may lag behind inflation
Better potential to preserve and grow purchasing power over time.
Win2Trade

Fixed Rate of Return

Our promissory note is your key to unlocking secure, high-growth investment returns. Maximizes your earnings through the power of compound interest. Invest confidently, knowing that your wealth is in expert hands.

Optimize My Portfolio
Win2Trade

Easy to Work With

Our dedicated team ensures that every step, from onboarding to managing your returns, is simple and stress-free,. With responsive support and transparent communication, we’re here to make investing both smooth and convenient.

Invest With Impact
Win2Trade

We're AI Powered

We harness the power of AI to intelligently analyze market trends and identify the best investment opportunities for you. Our AI-powered investing approach ensures that your portfolio is optimized for maximum returns while minimizing risk.

Secure My Wealth
Win2Trade

100% Confidence

This speaks to the trust and expertise our clients experience, knowing their investments are managed with expertise and care. With personalized service, consistent payout on returns, and a proven track record, our investors stay with us.

Let's Talk

PORTFOLIO OPTIONS

EXPLORE OUR
INVESTMENT
PORTFOLIO
OPTIONS

6-Month Promissory Note
(7%-9% APY Rate of Return)

(Conservative Investing)
*subject to minimum balance requirements

Comparison Calculator

PORTFOLIO OPTIONS

EXPLORE OUR
INVESTMENT
PORTFOLIO
OPTIONS

6-Month Promissory Note
(7%-9% APY Rate of Return)

(Conservative Investing)
*subject to minimum balance requirements

Comparison Calculator

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Disclaimer: * This table is intended for informational purposes only and should not be construed as tax advice. Tax laws and regulations are subject to change, and individual circumstances vary. Before making any financial or investment decisions for tax purposes, consult with a qualified tax professional to ensure that all tax implications are fully understood and in compliance with current tax laws.

Testimonials

See What Our Investment Clients Have To Say

Testimonials

See What Our Investment Clients
Have To Say

Angel H. & Jeff H. Portfolio Fund Investor

"As an investor, it is not always easy to find a place to put part of your portfolio where you can get a return similar to that of funds and individual stocks without the associated exposure and risk. That is where Win2Trade shines! They offer guaranteed returns almost double the return of CD's and money market accounts. We liked that the the term was 6 months. In a time of such uncertainty, it's great to have a place to invest that doesn't keep you up at night. Thank you Win2Trade!"

Paul G. Portfolio Fund Investor

"Win2Trade has been a great addition to my investment portfolio. My money works more for me with them than with other traditional investments. It crushes high interest savings accounts, money market accounts, CD's and other popular alternatives. Highly recommend anyone to work with Tommy, and his team."

Andrew H. Portfolio Fund Investor

I have really appreciated the ability to get a fixed rate above the current banking market rates. I don't have to worry about my rate changing with the fed and can access my money when I need it.  I plan to keep adding to this to help have my cash work the best for me until I need it.

Angel H. & Jeff H. Portfolio Fund Investor

"As an investor, it is not always easy to find a place to put part of your portfolio where you can get a return similar to that of funds and individual stocks without the associated exposure and risk. That is where Win2Trade shines! They offer guaranteed returns almost double the return of CD's and money market accounts. We liked that the the term was 6 months. In a time of such uncertainty, it's great to have a place to invest that doesn't keep you up at night. Thank you Win2Trade!"

Paul G. Portfolio Fund Investor

"Win2Trade has been a great addition to my investment portfolio. My money works more for me with them than with other traditional investments. It crushes high interest savings accounts, money market accounts, CD's and other popular alternatives. Highly recommend anyone to work with Tommy, and his team."

Andrew H. Portfolio Fund Investor

I have really appreciated the ability to get a fixed rate above the current banking market rates. I don't have to worry about my rate changing with the fed and can access my money when I need it.  I plan to keep adding to this to help have my cash work the best for me until I need it.

Investing Just Became a Whole Lot Simpler.

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