Independent Advisory · Market Intelligence

Advice that answers to you — and no one else.

World Invest Center advises founders, investors and family offices on strategy, portfolio risk and capital raising. Fixed fees, written conclusions, no products to push — backed by a research desk that publishes daily.

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300+ published reports behind every engagement  ·  Morning Pulse daily on Telegram  ·  independent — we sell judgement, not products

Advisory

Engagements built around one question: what should you do next?

Every engagement ends in writing — a memo you can act on, defend to a board, or file against the decision you didn't take.

One decision

Executive Strategy Session

$2,500 · one-time

90 minutes with the desk on a single decision that matters — allocation, entry, exit, restructuring. Written action memo within 48 hours.

Full review

Institutional Portfolio Audit

$5,000 · engagement

A tear-down of what you own and why: allocation, risk concentrations, fee leakage, blind spots. You get a defensible map — and a fix list.

Ongoing mandate

Strategic Advisory

$10,000 / month

The desk on your side of the table: deals reviewed before you sign, allocation calls, market timing, a straight answer on demand.

Raising capital

Capital Raising & Placement

from $15,000 · engagement

Positioning, materials and investor targeting for raises of $2M and above. We tell you if the raise isn't ready — before investors do.

Start with a conversation →
How we work

Three steps. No theatre.

01Diagnose

NDA if needed, then intake. We read everything you send — decks, statements, term sheets — before we say a word.

02Position

You get a written memo: the options, the risks, and our call. Not a menu — a recommendation we're willing to defend.

03Execute

We stay at the table: implementation support, follow-up sessions, and a desk that already knows your context.

Principal Membership · by application

The desk, unlimited.

All mandates included, unlimited sessions, first call on deal flow and placement. For principals deploying serious capital who want one number to call.

$120,000 / year
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Research Desk

The research behind the advice.

Our advisory work sits on a desk that publishes daily — macro, crypto, sectors, risk. Read it the way our clients do.

Browse full archive →

Read one before you pay for one.

One full brief, free, straight to your inbox. Judge the desk by its work.

✓ Done — check your inbox in the next few minutes.

Common questions

Asked before. Answered straight.

Who are engagements for?

Founders preparing or defending a raise, investors and family offices reviewing allocation and risk, and operators facing one large decision. If we're not the right fit, we say so at intake — before you pay.

Are you a licensed investment adviser?

No. WIC provides independent research and strategic consulting, not regulated investment advice or brokerage. You keep the decision; we make sure it's an informed one. See the full disclaimer below.

Why fixed fees?

Because incentives shape advice. We don't earn commissions on products or transactions, so the only thing we're selling is the quality of the call itself.

Can I try before committing?

Yes — read a free sample brief, follow the daily Morning Pulse on Telegram, or start with the $29/month Intelligence Brief before booking a session.

Contact

Tell us what you're working on.

Advisory applications get a straight answer within 48 hours — including "no" if we're not the right fit.

✓ Received. We'll reply within 48 hours.

Response time

Within 48 hours, usually faster. Advisory applications get a straight answer — including "no" if we're not the right fit.

Telegram

Daily Morning Pulse and market notes: @WICInvestor

Reports

Question about an order or subscription? Mention the report title or your order email and we'll sort it out.