Three Investment Pillars
Guided by Purpose, Driven by Trust
Bequest Asset Management is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940. As a fiduciary, we are unwavering in our commitment to placing our clients’ best interest first.
WHO ARE WE?
We’re a fiduciary-minded investment firm that puts our clients’ interests first—uniting accredited and non-accredited investors to create greater influence in the market and deliver customized solutions tailored to each investor’s goals.
WHO WE WORK WITH?
We partner with RIAs, family offices, and both accredited and non-accredited investors seeking access to private, non-correlated assets – empowering them to confidently and efficiently achieve financial independence.
The Health Of Our Investment Fund Offering
We have never missed a payment or have been late since inception to our investors in our 5+ year track record.
94M+
Assets Under Management
70+
Consecutive Monthly Distributions
6+
Years Track Record
Investment Options
Consistent returns. Monthly liquidity. Accessible to every investor.
We believe wealth building shouldn’t be exclusive. That’s why our investment options are designed for both accredited and non-accredited investors.
Bequest Income Funds
(For Accredited Investors Only)
The Bequest Income & Legacy Funds offer access to a diversified portfolio of private, income-generating assets—primarily focused on performing mortgage notes, alongside a multi-asset allocation in real estate and energy. These funds are designed to deliver consistent, predictable monthly returns for investors seeking reliable income and long-term value.
Bequest Bonds
(For Accredited & Non-Accredited Investors)
The Bequest Bonds offer flexible durations of fixed-income opportunities designed to deliver competitive yields with a focus on capital preservation for all types of investors. Our specialty bond strategies, including TARDUS, are built to provide reliable principal and interest income backed by real assets and disciplined underwriting.
Elevate Your Investment Decision-Making with Bequest
Discover how to set financial goals, develop an investment thesis, and establish an asset allocation plan to accomplish your goals.
