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1. Foundation Overview

1.1. Foundation Name: Summit Wealth Investment Education Foundation

1.2. Establishment Date: September 2018

1.3. Nature of the Foundation: Private Investment Education Foundation

1.4. Mission of the Foundation: The Foundation is dedicated to enhancing investors' financial literacy and investment skills through professional educational services. It aims to assist investors in achieving exponential and secure wealth growth by promoting knowledge of global account investments and fraud detection.

 

Team Introduction

1. Founder: Bertram Charlton, with many years of experience in the financial industry

2. Management Team: Comprising individuals with extensive experience in finance, education, technology, and other relevant fields.

 

Advantages of the Foundation

1. Highly Qualified Educational Staff: The Foundation boasts a team of highly experienced professionals, including numerous CFA charterholders and NAIFA members, capable of providing high-quality investment education services.

2. Advanced AI Investment System: The Foundation has independently developed the FINQbot, an intelligent AI investment system that offers personalized investment advice and analysis to investors.

3. Support from Tax Incentive Policies: Having obtained approval for tax incentive policies on December 15, the Foundation is able to offer investors more favorable investment costs.

4. Comprehensive Investment Education Activities: The Foundation plans to conduct a year-long series of educational activities, covering a wide range of investment fields, including stocks, government bonds, options, cryptocurrencies, ETFs, and more. These activities aim to enhance investors' knowledge and skills across various investment domains.

Goals of the Foundation

1. Short-term Goals: Within one year, the Foundation aims to provide investment education services to 100,000 investors, helping them achieve an increase in investment returns ranging from 300% to 1000%.

2. Mid-term Goals: Over the next three years, the Foundation seeks to become the leading investment education foundation in the country, with over one million investors and a cumulative wealth enhancement of 10 billion dollar for its investors.

3. Long-term Goals: The Foundation aspires to establish a comprehensive investment education service network across the United States, fostering rational investment principles among American investors and contributing to the healthy development of the U.S. capital markets.

 

Future Outlook

1. Becoming the Leading Investment Education Foundation in the Country: The Foundation will continue to expand its service scale and enhance service quality, aiming to become the premier investment education foundation in the country.

2. Establishing a Global Investment Education Network: The Foundation plans to set up branches overseas to provide educational services to investors worldwide.

3. Innovating with Artificial Intelligence and Big Data: The Foundation will leverage AI and big data technologies to continuously innovate its educational service models, offering investors more intelligent and personalized educational services.

 

We believe that with our professional team, advanced technology, and high-quality services, Summit Wealth Investment Education Foundation will become a trusted educational partner for investors, helping them achieve their wealth aspirations.