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Experience Transparent Investing with Fidelis: See the Clear Difference!

Experience Transparent Investing with Fidelis:  See the Clear Difference!

In the complex investment world, clarity is not just a courtesy; it’s a cornerstone. At Fidelis Private Fund, we understand that the trust of our investors, both existing and prospective, is paramount. That’s why we stand firmly committed to transparency in every situation, ensuring you’re a well-informed partner in the journey towards mutual success.​

The Essence of Transparency

Transparency means open communication. It’s about giving you real-time access to the information you need to understand your investment’s performance and potential. From the intricacies of our underwriting process to the strategies driving your returns, we believe in sharing it all because informed decisions are empowered decisions.

Comprehensive Reporting: Our Pledge to You

Our commitment extends beyond occasional updates. We believe in regular, detailed quarterly reports that comprehensively view your investment. These reports include performance metrics, portfolio overviews, and insights into current trends affecting future performance. This commitment to comprehensive reporting is designed to provide a panoramic view of your investment, ensuring you understand every aspect of its journey. Click here for an example of our last Fidelis quarterly report provided to our limited partners.

Building a Relationship on Trust

Transparency is the foundation of a strong investor relationship. At Fidelis, every transaction, every decision, and every strategy is open for you to see. We believe your trust in us grows when you understand our operations’ ‘why’ and ‘how.’ And with trust comes the peace of mind that your investment is in the right hands.

Future-Forward with Fidelis

As we look to the future, our dedication to transparency remains unwavering. Whether you’re a long-time limited partner or considering your first investment with Fidelis, we promise to keep you informed every step of the way. Because at Fidelis, we don’t just grow investments – we develop relationships.

Invest with us and experience the clear difference that transparency makes.

Our Fund is currently open to new investors or existing limited partners can easily add to their accounts.

Fidelis, a real estate mortgage fund, prioritizes capital preservation and provides a consistent and competitive yield. Investors have the option to choose between fixed income returns or reinvesting their earnings. For more information, please refer to the sections below.

Fidelis Private Fund annualized yield paid to Limited Partners for the fourth quarter of 2023 was 9.32%. Click here for a summary of Fidelis’s annualized yield since inception.




Fidelis 2028 Vivid Vision – Where are we going and how are we going to get there!

The Fidelis 2028 Vivid Vision document provides a comprehensive blueprint of the company’s strategic direction, core values, and operational principles, highlighting its commitment to capital preservation, growth, innovation, and client-centric services. Click to read the Fidelis vision.

How Does a Mortgage Fund like Fidelis Achieve a Higher Yield and Acceptable Liquidity? The Importance of a Long-Term Perspective When It Comes to Investing