Velorix Group INC is a private investment education foundation dedicated to empowering investors through professional educational services. Our mission is to help investors enhance their financial knowledge and investment skills, gain access to global account investments, develop anti-fraud awareness, and achieve safe, exponential wealth growth.
Velorix Group combines elite talent, advanced technology, favorable policies, and comprehensive educational programs to deliver exceptional investment education services.
Multiple experienced CFA charterholders and NAIFA members providing high-quality investment education services to our investors.
Independently developed Smart Investment AI system delivering personalized investment recommendations and in-depth analysis.
Granted tax preferential policy application approval on December 15, offering investors more cost-effective investment opportunities.
A year-long educational program covering stocks, treasury bonds, options, cryptocurrency, ETFs, and other investment domains.
Our goals are structured across three horizons, from immediate impact to long-term transformation of the investment education landscape.
Provide investment education services to 100,000 investors within one year, helping them improve their investment returns by 300–1000%.
Become a leading investment education foundation within three years, serving over 1 million investors and generating cumulative wealth growth of 10 billion USD.
Establish a comprehensive investment education service network across the United States, fostering rational investment philosophy and promoting healthy capital market development.
Four strategic pillars guide our growth: talent acquisition, technological innovation, brand building, and strategic partnerships.
Continuously recruit high-caliber investment education professionals to build a specialized, world-class education team.
Continue to develop and upgrade the Smart Education AI system, delivering increasingly intelligent investment education services.
Actively build the foundation's brand image, enhancing visibility, credibility, and industry influence.
Collaborate with financial institutions, media platforms, and educational organizations to expand our service reach.
A structured operational framework ensures the foundation delivers consistent, high-quality investment education services.
Regular training programs for investment educators to enhance their professional expertise and service capabilities.
Continuous research and development to upgrade the Smart Investment AI system with new features and services.
Diverse online and offline educational activities tailored to meet the needs of different types of investors.
Multi-channel brand promotion and marketing campaigns to increase foundation awareness and recognition.
Establish cooperative relationships with financial institutions, media platforms, and educational organizations.
Continuously refine service processes and educational content based on investor feedback and market trends.
A multi-channel marketing approach ensures the foundation reaches investors effectively across digital and traditional platforms, building awareness and trust.
Create premium educational content including articles, videos, and livestreams, published across self-media platforms and mainstream media outlets.
Establish the foundation's official media app and actively engage with followers to expand the foundation's influence.
Deploy search engine advertising campaigns to improve the foundation's ranking and online visibility.
Partner with financial institutions and media platforms for joint promotional campaigns and co-branded initiatives.
Participate in industry conferences, forums, and other offline events for brand showcases and networking.
Publish high-quality educational content on mainstream media platforms, including Times Square, New York, for maximum exposure.
The foundation's initiatives are designed to deliver measurable impact across investor awareness, skill development, and market safety.
Increase investor recognition and trust in the foundation through comprehensive educational activities and outreach programs.
Help investors improve their investment skills, make rational investment decisions, and achieve sustainable wealth growth.
Expand the foundation's influence through brand promotion and marketing, becoming a leading investment education institution.
Foster sound investment awareness and anti-fraud knowledge, building a secure investment ecosystem and achieving SEC annual rating targets.
Comprehensive risk control measures safeguard the foundation's operations, protecting both the organization and its investors.
Establish a sound talent management system, improve employee compensation and benefits, and strengthen employee engagement and retention.
Strengthen technology R&D investment and establish a comprehensive technology risk management system to protect data and systems.
Closely monitor policy changes and regulatory developments, promptly adjusting operational strategies to maintain compliance.
Strengthen investor education to help investors understand market risks and make rational, secure investment decisions.
Projected financial performance reflects the foundation's commitment to sustainable growth and value creation for investors and stakeholders.
Projected annual investment education service revenue from 100,000 investors through donation fees.
Total operating expenses including personnel, R&D, marketing, office, and other costs.
Projected annual net profit reflecting the foundation's strong operational efficiency.
Number of investors receiving education services annually, driving the foundation's revenue model.
Annual personnel salary expenditure for the foundation's professional staff and investment educators.
Annual office operational costs including facilities, utilities, and administrative expenses.
Annual technology research and development expenditure for the Smart Investment AI system and platform innovation.
Annual marketing and brand promotion expenditure across digital, social, and traditional media channels.
Led by an experienced founder and supported by a multidisciplinary management team with deep expertise across finance, education, and technology.
Michael Harrison is a seasoned investment strategy expert with over 30 years of experience in the financial industry. His career spans institutional asset management, investment research, portfolio construction, global asset allocation, and fintech. His research focuses on the integration of traditional investment systems with emerging artificial intelligence technologies.
Our vision extends beyond domestic leadership to building a global investment education network powered by artificial intelligence and big data innovation.
Continue to expand service scale and enhance service quality, becoming the leading investment education foundation domestically.
Establish overseas branches to build a globalized investment education service network serving investors worldwide.
Leverage artificial intelligence and big data technology to continuously innovate education models, providing smarter and more personalized services.
Detailed implementation plans for educator training, AI system upgrades, educational activities, and brand promotion.
Regularly organize professional knowledge training for educators, covering financial markets, investment strategies, risk management, and other essential topics.
Invite industry experts to conduct lectures and share real-world practical experience and insights with the education team.
Encourage educators to attend industry conferences, forums, and events to expand their networks and learn advanced practices.
Support educators in obtaining professional certifications including CFA, CFP, and other industry-recognized qualifications.
Continuously develop and upgrade the Smart Investment AI system, launching new features such as intelligent portfolio analysis and personalized investment recommendations.
Leverage big data technology to provide investors with more precise and data-driven investment analysis and insights.
Strengthen human-machine interaction capabilities to deliver more intuitive and user-friendly investment education services.
Regularly release system updates and new AI models to stay at the forefront of investment education technology.
Invite senior investment education experts to conduct live streaming sessions, explaining investment knowledge and skills in real-time.
Facilitate online discussions between investors and experts to share investment experiences and strategies in an interactive format.
Invite senior experts for on-site lectures covering investment knowledge, skills, and market analysis at venues across the country.
Organize in-person discussions where investors and experts share experiences, strategies, and market insights face-to-face.
Deploy search engine advertising campaigns to improve the foundation website's ranking and online visibility.
Establish official social media accounts and actively engage with followers to expand the foundation's influence and community.
Create premium educational content including articles, videos, and livestreams, published on mainstream media platforms including Times Square, New York.
Partner with financial institutions, media platforms, and KOLs for joint promotional campaigns and co-branded events.
With a professional team, advanced technology, and premium services, Velorix Group INC will become the trusted investment education partner for investors, helping them realize their wealth dreams and build a secure financial future.