We invest for the long-term with an emphasis on quality and diversification within designated Opportunity Zones. These elements work together to help us achieve a balanced portfolio with significant potential tax benefits, and help us meet our goal of providing consistent, solid returns to our investors while revitalizing and enhancing the communities we serve.
Objectives: Growth and Income
Minimum Investment: $100,000
Management Fee: 1.5% annual asset management/advisory fee
Investor Profile: Accredited Investor