Category: News

The Levantine & Co. Institutional Outlook is our quarterly publication prepared exclusively for our partner fiduciary and service providers. It offers a high-level review of global markets, highlighting the key macroeconomic developments, asset-allocation themes, and forward-looking adjustments we are considering across our discretionary portfolios.

In this edition, we outline the evolving dynamics following the Federal Reserve’s rate-cut cycle, assess regional equity opportunities across major economies, and share performance insights from our model portfolios. The report reflects the disciplined, globally diversified approach that underpins Levantine & Co.’s investment philosophy, balancing risk and reward through thoughtful asset allocation and active management.

• $1 Million Individual Gold Card: An individual contributes $1 million to the U.S. Treasury. After paying a proposed $15,000 administrative fee (non-refundable), undergoing security checks, and confirming an available immigrant visa number, the applicant could apply for a Green Card through an existing employment-based category such as EB-1 or EB-2 (National Interest Waiver).
• $2 Million Corporate Gold Card: A corporate version would allow U.S. companies to sponsor high-skilled foreign employees by making a $2 million gift per sponsored worker, plus ongoing maintenance fees. The benefit could be transferred to another employee if the original beneficiary leaves the company.

• Revocation Risk: As an executive action, the program can be revoked by any future administration — or even limited within the current term — leaving investors exposed to potential policy reversals.
• Litigation Risk: Existing EB-1 and EB-2 applicants waiting for years could challenge any new priority processing for Gold Card donors. The administration would need to justify how a $1 million “gift” qualifies as a legitimate basis for “national interest” or “extraordinary ability” under existing statutes.