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Secondary Investor Requirements

Setting up a Strategy Session:

When you become a member, we set up a one-on one consultation and strategy session with you. We design and structure an investment model and create portfolios to suit your particular needs.

We first discuss with you the desired amount  for your initial investment. Obviously, the more you invest, the more you can make and the more options you have. You can use retirement funds, liquidate assets and other investments, or simply use the savings you have to get started.

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Obviously we are looking to establish a long-term relationship with our clients, so it is only in our best interest to provide you tax lien certificates that are designed to maximize your profits and that get you paid.

Portfolio Advisor Consultation Call

To set up a time to speak with a Portfolio Advisor, fill out the contact form below. Include your name, email, phone number and the best time to reach you. Also include your starting investing capital so your Portfolio Advisor can start working for you immediately. Once you request has been submitted, your advisor will contact you by phone and email. We look forward to helping you get started in the lucrative world of Bank Owned Tax Lien Investing and Secondary Tax Deeds.

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