Access to credit to buy productive assets has been the foundation of wealth building in America for over a century. We’ve done it for cars, for education and for homes. Now, we’re doing it for long-term investing.
Today's markets reward those who can participate in them meaningfully. Basic Capital creates access to financing for productive assets, compounding wealth on a larger base.
Retirement investing combines a period of accumulation, the savings and investment gains during a working career, with de-accumulation, a structured drawdown of those funds in retirement.
We have fundamentally redesigned the accumulation phase of retirement.
For every dollar you contribute, we invest $4 alongside you, creating $5 of investing power in a diversified portfolio of corporate bonds and broad market stocks.
The bonds provide reliable income from growing companies, while the stocks give you exposure to long-term market gains.
Compounding returns on a larger capital base has the potential to meaningfully improve retirement outcomes.
The cash income from the underlying investments more than covers the cost of the Basic Capital financing.
The difference is reinvested, generating equity-like returns with the income and stability of bonds.
When you contribute to your Retirement Mortgage, the money is invested in a Limited Liability Company (LLC) wholly owned by you.
This LLC is meant to protect you from any liability and limit your losses to whatever you contribute. Your remaining assets and retirement funds are completely protected.
We’ve simplified private banking arrangements that require high minimums into a streamlined platform that delivers the same proven results with dramatically less complexity.
The total value of your account, less Basic Capital’s financing, is your “Net Asset Value.” The returns in your account build Net Asset Value, while each new contribution gets the increased investing power of the Basic Capital financing.
Over time, the natural compounding of reinvested cash combined with broad market growth could more than triple your retirement wealth.
More investing power for long-term investors