Our strategy is perfectly tuned for mature investors with a retirement mindset but also wanting to leave an investment legacy.

We prioritize the protection of your principal through a superb risk reducing strategy, giving you the confidence to invest aggressively for the long term.

You get a unique structure designed to deliver above-market returns built on a conservative foundation, allowing you to capture significant upside while minimizing exposure to market volatility.

By utilizing our ‘Homemade Dividend’ implementation, we engineer a solution that maximizes long-term, tax-efficient compounding, making this investment an ideal cornerstone for securing your retirement and building a powerful financial legacy.

Risk assessment can be complex. Investors heavily rely on what is reported, but such reports can easily lose their objectivity. Our strategy simply avoids, mitigates and transfers the vast majority of risk factors. Competing growth investment strategies typically have a hundredfold or thousandfold increase in operational variables and events compared to our implementation.

Mature investors typically assign around 50% of their investments to low risk investments like bonds. However, bonds and similar investments do not keep up with real and practical inflationary erosion of money. Our fund offers an exceptional alternative to finding bedrock safety.

Traditional “safer” investments have very low growth, typically below 5% ¹. Our growth strategy positions assets to compete and outperform growth investments² without taking on the risk associated with growth.

1. “As of late 2025, yields on options like Certificates of Deposit (CDs) and money market funds generally range from 3% to over 4%.”
2. “Historically, the U.S. stock market (represented by the S&P 500) has delivered long-term average annual returns of around 10%”

Homemade Dividends improves liquidity, saves on taxes, and adds stability.

Illiquid real estate is one of the biggest drawbacks with real estate investing. In most cases you cannot quickly and easily liquidate real estate. However, the illiquid nature of real estate also provides significant protection against market emotion, manipulation and volatility.
Homemade Dividends provides a balance between the strengths of real estate investing and it’s illiquid nature. It allows an investor to sell small portions of their equity to create income, rather than relying on dividends to be issued. This strategy also accelerates the compounding growth of longer term investments making it ideal for retirement and legacy financial needs.

We pursue a big idea while seeking to retain a small network with deeper relationships. Investing your money is more than an investment. In order to deliver higher value to our investors we are limiting the number of initial investors and partners.

Our focus is to create strength first, before size, speed or perception. Strength increases value and resilience to ensure we can resist and overcome calamities better than most.

Thoughtless diversification is one of the most destructive actions an investor can take. We believe that specialization should come before diversification.

Our growth strategy is positioned for accelerated long term growth. We operate in a market with a long term unsolvable restricted supply problem, which produces exceptional growth opportunities.

The world gets emotional and even reactive during short term controversies. However, our assets and strategy creates a lot of protection. We remain resilient during such times. Our strategy is optimized for the long term, with much of our variables locked in with long term certainty. This produces extreme resilience during short term crises while also benefiting in the case of short term growth cycles.

The whole investment world is chasing income making it competitive, low yielding and risky. An obsession with short term gains can be harmful in the long run. It is much easier to create income when you have wealth, than it is to create wealth when you have income.