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Fidelis Flexibility: Investing Made Accessible for Any Accredited Investor

Fidelis Flexibility: Investing Made Accessible for Any Accredited Investor

At Fidelis Private Fund, we pride ourselves on offering a wide range of investment vehicles to accommodate the diverse needs of accredited investors.

Our fund performance speaks to our commitment to excellence, generating over a 9% annualized return for our investors. This impressive yield reflects our dedication to maximizing returns while maintaining prudent risk management practices.AdobeStock_49025236.jpeg

Whether you are managing personal funds, overseeing assets for an entity, or planning for future generations, Fidelis provides flexible options to suit various investment strategies and financial goals.

Employee Benefit Plans: Ideal for employers looking to enhance their retirement offerings, Fidelis allows accredited investors to leverage employee benefit plans, providing a unique opportunity to grow retirement funds within a secure, real estate-backed environment.

IRAs and 401-K Plans: Accredited investors can take advantage of potential tax benefits by investing through IRAs, 401-Ks, and profit-sharing plans. These plans allow them to contribute to their retirement while investing in real estate mortgage funds.

Individuals: Fidelis offers straightforward opportunities for individual accredited investors, making investing personal funds in a diversified real estate portfolio easy.

Irrevocable Trusts: For those managing irrevocable trusts, Fidelis ensures that trust assets are invested prudently, aligning with the long-term financial strategies and safety requirements expected by accredited investors.

Revocable Trusts: Similarly, investments through revocable trusts are facilitated with ease, providing flexibility and security for trustors and beneficiaries who are accredited investors.

Entities like Corporations or LLCs: Fidelis extends its investment opportunities to various entities, including corporations and LLCs, allowing them to diversify their investment portfolios while enjoying the benefits of real estate investments.

At Fidelis Private Fund, our commitment to flexibility in investment vehicles is a cornerstone of our approach, enabling every accredited investor to find a path that aligns with their financial and strategic needs.

If you are not already a Fidelis limited partner and want to join our community of investors, where we promise growth, security, and consistent competitive returns, please call me at 702-37-3468.

Fidelis Private Fund annualized yield paid to Limited Partners for the first quarter of 2024 was 9.31%. 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.

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