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Capital Preserver · Balanced Growth · Real Estate Trust · Private Wealth Index · Aggressive Equity
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Investor Newsletter
Monthly Performance.
Every First of Month.
The Halofinity Investor Newsletter is sent on the 1st of each month — the same day yield is credited to all active positions. It contains the actual delivered APY for each strategy, any platform updates, and a brief market context note from the Investment Committee.
It is not marketing. It contains no promotional content. It is a factual monthly snapshot of platform performance — consistent, auditable, and free to any email subscriber.
Monthly delivery on the 1st — same day as yield credits
Actual delivered APY per strategy — not projections
Platform announcements with 30-day lead where applicable
Written by the Investment Committee — not a copywriter
Unsubscribe at any time. No re-subscription pressure.
Subscribe to the Newsletter
Complete the form to receive monthly performance updates. Existing investors can also subscribe through their dashboard settings.
What You Receive
Every Newsletter Contains
Delivered APY Snapshot
The actual APY delivered by each active strategy for the prior month — shown against the prospectus-stated floor. This is the same data that feeds the quarterly independent audit reports. Not projections. Actual numbers.
Platform Announcements
Any change to platform terms, fee schedules, or APY tiers is communicated via the newsletter no later than 30 days before taking effect. The newsletter is the official advance notification channel for all material platform changes.
Investment Committee Note
A brief directional note from the Investment Committee — not a forecast or guarantee, but a qualitative view of the market factors influencing current strategy allocations. Typically 150–300 words. Written by the team, not an agency.
Audit Publication Alerts
When a new quarterly audit is published (every three months), the newsletter that month includes a direct link to the full audit report and a plain-language summary of the key verification results. No spin. Raw findings linked.
Strategy Spotlight
Each month, one strategy is profiled in detail — its allocation methodology, recent performance relative to its prospectus range, and what conditions are contributing to its current yield position. Rotates across all five strategies quarterly.
No Marketing. Ever.
The newsletter contains zero promotional copy, zero referral incentive prompts, and zero urgency-driven calls to action. It is a performance and information document. If any edition ever includes promotional content, we will label it clearly as sponsored.
Our Commitments
What We Will and Will Not Do With Your Email
Monthly send only — no additional frequency
One email per month, sent on the 1st. Emergency platform notices may result in an additional out-of-cycle email, but those are rare and will be clearly labelled as an urgent update.
Instant unsubscribe — no barriers
Every newsletter contains a single-click unsubscribe link. Clicking it removes you immediately with no confirmation screen, no re-subscription suggestion, and no follow-up "are you sure?" email.
Your email is never sold or shared
Halofinity does not share subscriber emails with marketing networks, data brokers, third-party advertisers, or partner services. Full stop. Your address is used only to deliver the newsletter you subscribed to.
No re-subscription pressure after unsubscribe
After unsubscribing, you will receive a single confirmation email and nothing further. We do not run re-engagement campaigns targeting unsubscribed addresses. You may re-subscribe at any time via this page.
Performance Data. Monthly. Free.
Subscribe above for the newsletter, or open an account to access real-time dashboard data from your first active position.