How To Invest
To become a client, simply:
1️⃣ Fill out our short questionnaire.
Start by answering a few simple questions about your assets, goals, and the funds you’d like to invest in. Complete the questionnaire →
2️⃣ Join a short consultation call.
Join a member of our team on a short advisory call to review your goals, funds, and design your portfolio together.
3️⃣ Setup and fund your account.
Setup and fund your Interactive Brokers GlobalTrader account. Then we’ll deploy your portfolio and begin rebalancing it as needed.
New client minimum:
Reach us by email:
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Primal Capital is an investment firm purpose-built to create long-term value and bring common sense to wealth management. We believe in simple, entrepreneurial investing executed with discipline for decades.
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