Three Investment Pillars
Guided by Purpose, Driven by Trust
Bequest Asset Management expands access to private market investments for accredited and non-accredited investors alike. Every decision we make is structured around one standard: our investors' interests come first.
WHO ARE WE?
We’re an investor-first asset management firm expanding access to institutional quality, asset-backed income investments. By uniting accredited & non-accredited investors, we create greater influence in the market and deliver income strategies built on structure, discipline, and real assets – not speculation.
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.
Six Years of Disciplined Growth
A growing community of 500+ investors has chosen Bequest for disciplined, asset-backed income strategies.
60M+
Equity Under Management
500+
Accredited & Non-Accredited Investors Served
6+
Years Track Record
Investment Options
Fixed rates. Real Assets. Monthly returns & distributions. 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 hold a diversified portfolio of reperforming mortgage notes, real estate, and energy assets. Investors gain access to asset-backed, contractual income with high fixed rates and monthly distributions — private market diversification built on real collateral.
Bequest Bonds
(For Accredited & Non-Accredited Investors)
The Bequest Traditional Bonds & Income Builder Series bring reperforming mortgage notes to the broader public through a Regulation A qualified offering. These fixed-rate bonds are backed by real residential mortgage notes and pay monthly, with flexible payment options: interest-only, compounding, or principal and interest.
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.
