We’re passionate about sourcing and vetting key investments for smart investors. We deliver fully managed, private investments that meet the goals of our investors. During challenging times, investors seek less volatile investments to preserve capital, provide key tax benefits and provide passive income. By providing access to the private capital markets, Incrementum Equity can share exclusive access to investments that meet those objectives.
Are you frustrated because of the loss of transparency in Wall Street firms? Has this become the standard rather than the exception? We believe the only way to have lasting success is to offer full transparency while being totally accessible to you. As an investor, you will receive a monthly report from our fund managers along with a detailed quarterly report. Additionally, you can contact our office at your convenience to speak with our fund managers when you have a question or concern.
Incrementum Equity prides itself by having the resources to identify, analyze and manage our funds. We also know that being resourceful is the key to continued growth and your satisfaction. We continually build our team. We seek out advisors to ensure that we stay abreast of the changing market conditions to help us accurately forecast future trends.
We know that our success is determined by our relationships in the local market and with our investors. Our long-term relationship with you, the investor, will be the legacy of our company. But we are also keenly aware that our responsibilities do not stop at our office doors. Therefore, we are also personally dedicated to participating in our community through non-profit and other charitable organizations.
Incrementum Equity is built for change by remaining agile and flexible in our investment philosophy. Our success has taught us to leverage opportunity in today’s fast-moving markets so that we don’t become a statistic.
The foundation of our corporate mission is to put you, our investor, first. You will see how this commitment is reflected in every aspect of our services. You will see it in our analysis of the investment decisions we will offer for your consideration. In the courtesy, you will receive personal responses to your questions or concerns.
Our team was assembled solely to provide the best investment experience and results to investors. Learn more about each member of our great team. Our success has taught us to leverage opportunity in today’s fast-moving markets so that we don’t become a statistic.
Complete the application below to determine if you qualify to access our investments. Only those who qualify will receive a follow-up. Your personal information will not be shared regardless if you qualify.Â
* Reserved for Accredited Investors
*DEFINITION OF ACCREDITED INVESTOR
You qualify as an Accredited Investor if you meet any of the following criteria: a) You earn over $200,000 in annual income, b) You, together with your spouse, earn over $300,000 in joint annual income, c) You have a net worth, exceeding $1,000,000 (excluding the value of your primary residence), individually or together with your spouse.
DISCLAIMER
The material on this website is for the general information of our clients and visitors. This website does not constitute an offer to sell or a solicitation of an offer to buy or sell any security or investment product. It may not be relied upon in connection with any offer or sale of securities. Nothing on this website recommends that you purchase, sell or hold any security or pursue any investment style or strategy. Nothing on this website is intended to be, and you should not consider anything on the website to be investment, accounting, tax, or legal advice. Investments may only be made pursuant to a Private Placement Memorandum of Incrementum Equity.