As soon as possible. Due to compound returns effect, there are increasing benefits the longer investments are held. This exponential growth is realized at the end of the investment, when it is liquidated back into cash. If you know about a large expense ahead of time, for example college tuition or retirement, the more you can invest upfront the more you’ll have when you need it.
We generally require new clients to commit a minimum of $5000 to their portfolio. All clients are strongly encouraged to make regular deposits until their account has a value of at least $50,000.