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.
Importance of a Company Vision: A compelling company vision is crucial as it provides a clear direction, unifying the team and guiding operations towards shared goals, ensuring Fidelis’s leadership with integrity as one of Southern California’s most successful niche mortgage funds. This strategic foresight is vital for innovation and maintaining competitiveness.
Fidelis’s Direction: Fidelis aims to be the best small niche mortgage fund in Southern California, targeting over $100 million in investments by 2028, focusing on capital preservation, strong returns, and blending technology with personalized service to ensure efficiency and client satisfaction. This commitment to excellence and growth positions Fidelis as a leading choice for investors and borrowers.
Importance for Limited Partners: For investors, Fidelis’s vision promises growth and stability, emphasizing capital preservation, strong returns, and a commitment to ethical values.
Additional investor capital will help increase portfolio diversification and improve our economies of scale for enhanced investor yield. This alternative investment offers investors seeking a reliable and consistent investment secured by Southern California real estate, ensuring a part in Fidelis’s journey towards operational excellence and innovative client solutions.
To read the complete vision, click here, or for those Fidelis limited partners, you can access the vision on your Fidelis investment portal.
We thank our existing Fidelis limited partners for your loyalty and commitment. For those not yet limited partners, we invite you to join our journey towards a visionary future where we can help you achieve your financial goals.
Fidelis Private Fund annualized yield paid to Limited Partners for the Month of November was 9.36%. Click here for a summary of Fidelis’s annualized yield since inception.