Preferred Custodians
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INVESTING IN OUR FUNDS & NOTES
MADE EASY
INVESTING IN OUR
FUNDS & NOTES
MADE EASY
Do you have retirement funds sitting in an IRA or 401(k) that aren’t targeting the returns you need to reach your goals? Check out our preferred custodians listed below who will help you quickly and easily get started investing with Fund II, Fund III and Notes today!
QUEST TRUST COMPANY
Quest Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, notes, private equity, oil, and gas. With more than 20 years of experience in the financial service industry, Quest Trust Company is the trusted custodian and administrator of more than 20,000 satisfied clients. For more information, visit www.questtrustcompany.com.
Equity Trust
Equity Trust Company is a financial services company that enables individual investors and financial professionals to diversify investment portfolios using alternative asset classes such as real estate, tax liens, private equity, cryptocurrency, and precious metals. With more than 45 years of experience in the financial service industry, Equity Trust Company is the trusted custodian and administrator of more than $30.1 billion in assets (as of 3/31/21). For more information, visit www.trustetc.com.
VERIVEST
Verivest’s mission is to create and enable the conditions to increase the speed of trust in the private middle market real estate investment space. Our goal is to help enable investors to direct capital to those sponsors and managers who can objectively demonstrate they are trustworthy stewards of that capital and away from those who cannot. Learn more at verivest.com.
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