To Our Family and Founding Circle,

If you are reading this you were chosen. My circle includes hundreds of people. This invitation did not go to all of them. The 99 founding slots were not posted publicly and they never will be. You are here because I believe you are ready. Let's get to work.

I was born in the Dominican Republic. At age seven I watched Wall Street in English without understanding a word of the language and understood every concept. At twelve I won my first stock competition. What started as instinct has evolved into structure. That structure is what you are being invited into.

I refuse to let our children inherit the same cycle our parents left us. Nothing. No foundation. No blueprint. That ends with this generation. This vision has been in development since January 2009. In the last six months alone I have invested over 1,000 hours and my own capital building something real. This is not a dream. This is the work. I am not looking for investors. I am looking for founders. Builders. Warriors. This is not a pitch. This is the plan. The execution. This is a call for partners, not passengers.

What We Are Building

The Alliance Herrera Wealth Fund is not a holding tank for idle capital. It is a pooled engine of collective strength and strategic intent. Through our Circular Wealth model, the capital we build together in the markets today becomes the foundation for the physical assets, the deeds and the dirt, that our families will own tomorrow. We are not trading for next week. We are building for the next generation.

We are not building on sand. We are building an ecosystem architected to stand the test of time. Foundations for Wealth Inc., our 501(c)(3) philanthropic entity, exists alongside the fund to ensure that financial literacy reaches the next generation. The children and grandchildren of our founding members will not start from zero. That is the mission. That is why we build.

At the core of this ecosystem is a belief that high-performance investing should never come at the cost of accessibility. Unlike traditional funds that allow unit prices to climb indefinitely — pricing out the very people they should serve — the Alliance Herrera Wealth Fund operates under a proprietary Active Price Management system. As the portfolio grows, the entry point remains attainable. The NAV of this fund will never exceed $500 per unit. That is not a preference. That is the structure.

What This Requires of You

I am writing this letter because I love this family and this circle. And because I love you, I will be direct. This is not a passive investment you subscribe to and forget. That means showing up. That means reading the governing documents. That means asking questions and being present in this process.

We all have busy lives. No one is special. But every one of us has 30 minutes to secure our family's future. I have made the time. No excuses. No passivity.

Patience is not a virtue in this house. It is a framework. We do not wait and hope. We build systems that tell us when to move and we move.

Before You Send a Penny to the Alliance Herrera Wealth Fund

Open a dedicated account. The cleanest option is a new one — a place that exists solely for this purpose. If you already have Venmo, Cash App, or Apple Pay, any of those will work. But whatever you use, it must be exclusively for this. Not your daily spending. Not a shared account. Just this.

Transfer to it every week. Watch it grow. $125 a week for 8 weeks is $1,000. That is your founding slot. That is the math. This is not luck. This is intentional. This is The Architecture of Wealth in practice.

But understand — that habit does not end when your position is funded. Between the 1st and 3rd of every month there is a window to increase your ownership in this fund. That means the weekly transfer continues. Not because we ask you to. Because you understand what you are doing. You are not blindly putting money somewhere. You are building a position. You are building your future. The account you open today to fund your founding slot is the same account that will one day receive your distributions. Build the habit before the money arrives. Separation is what teaches you to pay yourself first. That is how generational wealth begins — not with a windfall, but with a system.

The Timeline

Under Section 3(c)(1) of the Investment Company Act of 1940, an investment club may have no more than 100 beneficial owners. That is the law. I am one of those 100 as the Architect. My position is already established. That leaves exactly 99 founding slots. Not a marketing decision. Not artificial scarcity. The law sets the ceiling and I already occupy one seat at the table.

$1,000 is intentional. It is the lowest responsible entry point we could build. A husband and wife can pool toward one primary slot together. Or one can take the primary intent and the other can declare secondary intent — their own individual intent held in reserve, confirmed once every unrepresented household has secured their primary position. No family gets two seats before every family has one seat. That is not just a rule. That is the mission.

The Primary and Secondary structure exists for one reason — inclusion. Every household gets its seat first. This fund was built so that no family is left out because another moved faster or had more. We built the structure to protect that.

On July 1, 2026 the Alliance Herrera Wealth Fund LLC is formally established and the founding window is live. The intent window opened June 1. You have until July 15 to declare your intent and until July 31 to fund your position. That is two months. That is 8 weeks. No one in this circle can say they did not have the time. No one can say they did not know how. We built you the road. Walk it.

All founding units acquired during Year One unlock on a single date: July 1, 2027 — one year from the formation of this entity. That is the founder advantage. Load up during Year One and everything unlocks on the same day.

What We Are Not

This fund was built for our family and our founding circle. It will never be offered to the public. That is by design and by conviction. This is a transparent partnership — every member sees the cap table. If you require financial privacy, this fund is not for you.

If you do nothing, in 20 years we will complain about the same problems. That is unacceptable.