Investing With Us

Here is what to expect, from your first question to your first payment. Our team is with you at every step, so you are never left guessing.

5 Simple Steps

Reach out

Ask a question or schedule a call. Reach out by form or phone. An inquiry does not commit you to invest.

What you do

Tell us a little about your goals and ask anything on your mind.

What our team does

Answers your questions and explains the offerings open right now.

3 Quick Checks

If you are unsure about any of them, we are happy to help on a call.

  1. Which opportunity interests you?

    Two debt funds are open right now. You do not need to choose one before reaching out. We can help you compare them.

  2. Do you qualify?

    You generally qualify if you meet one of these:

    • Income over $200,000, or $300,000 with a spouse, in each of the last two years
    • Net worth over $1 million, not counting your home
    • A Series 7, 65, or 82 license in good standing
  3. How will you invest?

    Personal funds, a self-directed IRA, a trust, or an LLC. All of our offerings accept all of these. The minimum is $50,000.

What to expect after you invest

Simple, steady, and easy to follow.

  • Distributions

    Paid where you chose during setup. We require ACH payments. Both current debt funds pay quarterly.

  • Quarterly updates

    An update on your investment is posted to your portal about 30 days after each quarter ends.

  • Tax documents

    A 1099 for debt investments and a K-1 for equity investments, available in your portal.

  • A whole team behind you

    Your Investor Relations Manager and our entire team are here to help. Call, email, or visit us whenever a question comes up.

Ready to take the first step?

A short call is the easiest way to start. We will answer your questions, explain what is open right now, and help you decide if it fits your goals.

  • Speak with a real person on our team
  • Get your questions answered on the spot
  • No obligation to invest