Bequest Funds

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2 N Tamiami Trl Ste 710

Sarasota, FL 34236

+1 (941) 957-9979

https://bqfunds.com

Bequest Asset Management, based in Sarasota, FL, is a Registered Investment Adviser focused on providing both accredited and non-accredited investors access to a diverse portfolio of income-generating assets. Their investment strategy emphasizes three pillars: mortgage notes, energy assets, and commercial real estate, all designed to deliver consistent and predictable monthly passive income.

Guided by a commitment to client interests, Bequest employs proprietary controls for asset sourcing and management while prioritizing community impact. With a proven track record of timely distributions and a focus on building generational wealth, they aim to democratize wealth-building opportunities for all investors.

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Reviews

5.01 reviews

Stephen S.

8/30/2022

I received a call from their investment team, a cold call im sure as i dont recall them before, but im happy to say i took it. always been more into stocks and indexes as a place to fight against...

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