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Need a Financial Advice? We Offer Professional Assistance Only!

Contact us for more information about our services.

Profitable Investments

Economic services provided by the finance industry, which encompasses a broad
range of businesses that manage money, including credit unions.
Make Business Strategy
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We Are The Best Team

Make Business Strategy

Emerge as a pattern of activity as the organization adapts to its environment

Company of Professionals
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The Best Corporate Company

Company of Professionals

Certified specialists provide all types of financial, business & customer support services

We Love Our Clients
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Always Forward

We Love Our Clients

A wide range of customer services to assist in making cost effective use of a product

View Our Presentation Video

We Love Or Clients

Unlimited Business Ideas.

We work to make your business start effectively working for you

Our Staff

We work to make your business start effectively working for you.
Meet the financial and marketing specialists.
John P. Lloyd
John P. Lloyd
President & CEO, Co-Founder
Chad Ruyle
Chad Ruyle
Co-Founder
Jon Maddux
Jon Maddux
Co-Founder
Client 6
Client 5
Client 4
Client 3
Client 2
Client 1

Our Gallery

View some of the most successful projects and more by our specialists presented in this gallery.

Testimonials

Testimonials from customers who are satisfied with services that have been effectively used
in marketing for as long as marketing exists.
Mario Teran

"Hi, I'm Mario Teran, and I've been in the real estate game for 30+ years! Through the highs and lows, I've learned that opportunity often shows up in the toughest times. Back in the Great Recession, deals were everywhere – you could throw a dart at the listings board and hit a winner! But the real challenge? Lenders vanished. That’s when I met John Lloyd – a steady hand who helped me close on a single-family project when few others could. Fast forward to today, and John (and Fidelis) is helping me again – this time, building units on the very same property we started with! Trust. Reliability. Consistency. That’s John Lloyd and Fidelis."

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Mario TeranReal Estate Developer
Bryant McFarlane

"We went through it all — but then found John Lloyd and his incredible team in San Diego! John got our loan done in just 1 week and 3 days — even working weekends! Now they're officially homeowners and beyond grateful. Huge thanks to Fidelis Private Fund for making the impossible, possible! Highly recommend!"

 

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Bryant McFarlaneReal Estate Investor
Angela Kim

In this video, Angela shares why she chose to invest with Fidelis Private Fund—a local, transparent, and trustworthy mortgage fund based right here in San Diego. As a single mom of three and an entrepreneur, she looks for low-risk, high-yield opportunities with people she trusts—and Fidelis delivers. Whether you're new to investing or looking to diversify beyond physical real estate, this is a fund you’ll want to know about.

Shawn SagartReal Estate Investor / Fidelis Investor
Chris Celedon

"Me and my wife Melina had plans to build an ADU. The problem was, we didn't have the funds to do such a project. Then I had a friend tell me to call Allan. He was able to get me and my wife the loan we needed to build our ADU and junior ADU. Working with Allan was very easy and very nice and most importantly he was able to get us the loan. We will definitely work with Allan again and we highly recommend him and his team to all."

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Chris CeledonReal Estate Investor

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Our Blog Posts

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