Invest with CARL

CARL gives you access to quantitative hedge fund strategies previously only available to institutional investors. With CARL you can create, manage, and follow your own quantitative hedge fund portfolio. Get access to expert knowledge from hedge fund managers, know the risk and expected return of your portfolio, and join a community of hedge fund investors who have discovered a better way to diversify and manage their risk. No lock-up periods, monthly liquidity, low investment minimums, real-time performance information, and the tools and information you need to become a wealthier and smarter investor.

Invest with CARL via Rocket Dollar

For those that may be ready to complete their investment through a tax-advantaged Self-Directed Rocket Dollar IRA or Solo 401(k), follow the instructions below.

Creating Your Account:

If you already have a Rocket Dollar account, you can use your IRA or Solo 401(k) account to start investing on Invest with CARL’s website. If not, establishing a new Rocket Dollar retirement account is easy. Simply sign up online in under 10 minutes and we’ll get your account set up.

Funding Instructions:

There are three ways to fund your Rocket Dollar account.

Transfer in an existing IRA that you may have with another provider
Roll over a 401(k) from a previous employer
Make an Income Contribution to your account

Funding a Rocket Dollar account is simple, as our team has created a patent-pending account transfer module, that allows customers to easily fund their Rocket Dollar account.

Once you are set with your Rocket Dollar account, you'll be able to provide the investor details through your Invest With CARL profile.