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Private Credit & Debt

Accredited Investors Only

Direct lending, mezzanine financing, and structured notes for consistent income generation

Minimum Investment

$100,000

Expected Return

8-12%

Risk Level

Medium

Tax Efficiency

Fair

Key Features

Higher yields than traditional bonds
Senior secured positions protect capital
Floating rate notes hedge against inflation
Short duration reduces interest rate risk

Risk Considerations

This asset class carries a medium risk profile. Consider your risk tolerance, investment timeline, and portfolio diversification before investing. These investments are restricted to accredited investors who meet income or net worth requirements.