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
68+
Perfect Monthly Distributions
5+
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.
The INCOME & LEGACY 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.
The LEGACY CF Fund
(For Non-Accredited Investors)
The Bequest Legacy CF Fund is modeled after our successful Legacy Fund and is now accessible to non-accredited investors. Designed for long-term investors seeking to build generational wealth, the fund focuses on stable, high-yield private investments in sectors such as private real estate and modern energy.
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.
