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!

Alto IRA

AltoIRA® is a fintech company that helps individuals access and execute investments in alternative assets using their retirement savings. This access benefits investors by helping them diversify their portfolios using tax-advantaged funds – all via Alto’s cost-effective and hassle-free platform that streamlines the process for companies, funds, borrowers, and investment partners. Alto gives investors the tools and resources they need to build the financial futures they want. Learn more at www.altoira.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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