Products

CHADWICKE GLOBAL MONEY MANAGERS - EQUITY

MONEY MANAGEMENT Our select global equity money managers have a ten year track record of 24%+ annual returns which means portfolio value doubles in approximately three years, triples in five years, and increases 10 fold (1000%) in ten years. For example, the targeted return for a $100,000 managed account is $200,000 in three years, $300,000 in five years, and $1,000,000+ in ten years. All managed account funds are deposited in a principal protected discretionary brokerage account.

Investments are prudently diversified in over 100 markets such as US Treasuries, Investment Grade Bonds, Indices, gold, metals, currencies, and over 1200 equities are tracked worldwide. Losses are limited to less than one percent on any given trade to protect capital investment and to maintain consistent superior investment returns.

GLOBAL PRIVATE ANNUITY provides you with a tax deferral until the repatriation of the funds. Only the payments received are taxable in the year received. Any earnings or growth of the principal is not taxed until actual repatriation occurs. You also have more flexibility in the types of investments the client prefers in the annuity. The client can also borrow against the annuity if necessary. Our private annuity program also offers estate planning advantages as well. In this annuity, any principal remaining upon the client's death is not subject to estate taxes. It will pass under the insurance program to your named beneficiaries free of any taxes. This is a proven and time tested way to transfer wealth free of astronomical estate taxes for our affluent clients, many of whom have saved millions in wealth transfer inheritance taxes.

VENTURE CAPITAL offers the potential for a lifetime return on investment from one venture capital fund or from just one PRE-IPO stock investment. These private equity opportunities offer a tremendous multiple return on investment because you secure a low stock price in an emerging growth company which can multiply 10, 100, or 1,000 times or more in value and capitalization when the company goes public or gets acquired. The top private venture capital funds have averaged a 10-1 return on investment over a seven to ten year holding period since 1970. Our providers of direct investment into PRE-IPO individual stocks have a track record of returns as high as 3,000 to 1. We have several providers who have returned on a $50,000 investment into private equity better than $1,000,000 after the company went public, that's 20 to 1 return on invested venture capital in just a few years.

*Past performance is no guarantee of future performance.