Getting Started

OPEN A BROKERAGE ACCOUNT WITH OUR REFERRAL AND WE BOTH GET FREE STOCKS

ROBINHOOD ACCOUNT - FREE

Invest With Us

Investing is the best way to fund your future. Unfortunately, many do not have the necessary experience to invest properly. While traditional investment vehicles such as mutual funds or hedge funds charge hefty management and performance fees, at Walnut Investment, we offer a no-management-fee portfolio (Walnut Investment Core Portfolio) through which you can build long-term wealth. 

Understand Your Goals

Understand your goals and level of risk tolerance before investing. What is your risk-reward preference? How much are you willing to lose? How much do you expect to gain? Do you have a need for cash in the near-term future? How much homework do you want to do for your stocks?

We have a list of questions to help assess your investment objective. Check it out here. 

Open Your Own Account?

Do you have a minimum of $5,000 to invest for your own portfolio? We believe $5,000 is necessary for true diversification.

If you want to open your own account, you can use our referral link here to receive free stocks when you sign up: Robinhood

Use Our Website The Best Way for You

Our clients/investors use this website as a way to communicate, stay up-to-date on macro and stock news, monitor their investments and performance. 

Check out our library of educational content where you can learn more about the stock market, including how to diversify your portfolio, how to build and manage positions, how does bond yield affect stocks, ...