The Bequest Bond
Purpose-Driven Investing. Designed Just For Tardus Clients.
Learn about our Bequest Bond, a fast-burning fuel investment vehicle now available for all Tardus investors.
Maximize your Income Snowball
Explore Our Bonds Below
Gain access to Predictable Consistent returns with US Performing Mortgage Notes in Over 38 States
Principle & Interest | Bequest Bond- Series A Performing Mortgage Notes
60 Months | $5,000 – $19,999
Principle & Interest | Bequest Bond Series B Performing Mortgage Notes
60 Months | $20,000 – $49,999
Principle & Interest | Bequest Bond Series C Performing Mortgage Notes
60 Months | $50,000 – $150,000+
Maximize Your Income Snowball Strategy with a Bequest Bond:
Key Features:
Annual Total Return:
US Performing Mortgage Notes in Over 38 States
60 Monthly Principle & Interest Payouts
Why Choose A Bequest Bond?
Diversified Portfilio
Gain access to U.S. residential performing mortgage notes in over 38 states.
Operator Pledge
Bequest strives to provide our investors with reliable and consistent returns across all of our offerings.
Transparency
Track your investments with 24/7 access, along with quarterly updates from Bequest directly.
Principle & Interest
The Bequest Bond offers 60 months of consistent principle & interest payments to you monthly.
Accessible Investing
The Bequest Bond is available to all types of Tardus investors, including accredited and non-accredited investors.
The Bequest Bond
Be part of our journey, and explore investing.
For investors seeking income snowball methods focused on generating high monthly income that aligns with a fast-burning fuel strategy. These investments tend to be at the beginning stages of the Tardus Income Snowball strategy.
We invite you to join us on this exciting journey. The Bequest Bond is more than just an investment; it is a commitment to building a better future through investments intended to be responsible and impactful.
About Us
Guided by Purpose, Driven by Trust
Who Are We?
Bequest Asset Management is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940. As a fiduciary, we are unwavering in our commitment to placing our clients’ best interest first.
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 their financial goals.
Frequently Asked Questions
Bequest has been managing funds & other investments since 2014.
The minimum investment for the Bequest Bond is $20,000. You may make higher increments above $20,000 at any time. You may also make incremental deposits at $20,000 each or above.
The Bequest Bond is a Regulation A fund that is available to both accredited as well as non-accredited investors.
You may submit your investment using a credit card, wire, and ACH. Please note that there are different clearing times associated with each payment type. If you choose to pay via credit card, please verify that your investment amount is within your credit card limit and that your credit card company allows the purchase of securities.
No, once your invested capital starts to earn interest for your P&I disbursements you can only start a new fast-burn investment. Log into the broker dealer platform where you can see your current investment https://bequestbonds1inc.tribexa.com/ , then click “Deal Room” on the right side. You now can click “Invest Now” to initiate a new fast-burn investment.
Individuals over 18 years of age can invest.
Once your investment is finalized, you can sign into you Industry FT client log in to view your Funds there. Please note, that it can take 30-45 days for your Bonds to be reflected in the app after the investment has been finalized
Payments are made on a fixed monthly cycle. To receive your first payment, your investment must be allocatedmeaning fully funded and cleared through compliance by the last business day of the month, which is our monthly closing date. Allocation requires funds to clear (typically within two business days via ACH) and completion of regulatory compliance checks (AML/KYC) by our broker-dealer.
Once your investment is allocated by month-end, interest begins accruing on the first calendar day of the following month. Your first payment, which includes both principal and interest, will be disbursed on the first day of the nextmonth.
Example:
If your investment is allocated by March 31st, interest begins accruing April 1st, and your first payment will be made on May 1st.
The Bequest Bond is a specific private bond that pays out monthly principle & interest payments over a 5-year timeframe. It does not offer a compounding option. If you are interested in an interest only investment opportunity, please contact our Investor Relations team by clicking HERE.
Yes, you can complete your order and fund at a later date. To do this, you will need to select the “Wire” options in the “Banking” section of your Investment Process. However, if you would prefer to send funds via ACH, you cannot fund at a later date. Funding though an ACH will immediately fulfil your order, so be sure to have your funds in the right place before you proceed with your banking/ACH information.
You may cancel your investment at any time, for any reason until 48 hours prior to a closing occurring. If you have already funded your investment, your funds will be promptly refunded to you upon cancellation. To submit a request to cancel your investment, please email bequestsupport@industryft.com
Please reach out to Investor Concierge team Ops@bqfunds.com
All available financial information can be found on the offering pages under “Offer Memorandum” located throughout this page.
Please download additional education materials here.
These offering materials may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its industry. These forward-looking statements are based on the beliefs of, assumptions made by, and information currently available to the company’s management. When used in the offering materials, the words “estimate,” “project,” “believe,” “anticipate,” “intend,” “expect,” and similar expressions are intended to identify forward-looking statements. These statements reflect management’s current views with respect to future events and are subject to risks and uncertainties that could cause the company’s actual results to differ materially from those contained in the forward-looking statements. Investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. The company does not undertake any obligation to revise or update these forward-looking statements to reflect events or circumstances after such date or to reflect the occurrence of unanticipated events.
Please note investors in this offering will be clients of the issuer and not Dalmore Group, LLC (“Dalmore”), a registered broker-dealer and member FINRA/SIPC. Dalmore’s role in the transaction is to facilitate back office and regulatory functions related to the Regulation A transaction and acts only as the Broker/Dealer of record for the offering listed. Dalmore if not providing investment advice or recommendations, or legal or tax advice. This Reg A investment is speculative, illiquid, and involves are high degree of risk, including the possible loss of your entire investment. All investors should make their own determination, with the assistance of their own financial or other advisors, as to whether or not to make any investment, based on their own independent evaluation, analysis and circumstances.
An offering statement regarding this offering has been filed with the SEC. The SEC has qualified that offering statement, which only means that the company may make sales of the securities described by the offering statement, which only means that the company may make sales of the securities described by the offering statement. It does not mean that the SEC has approved, passed upon the merits or passed upon the accuracy or completeness of the information in the offering statement. The offering circular that is part of that offering statement is at: SEC FILING.
