Real Freedom through
Passive Investing
Liquid After Holding Period
Be in control of your investment and how much income it will produce.
No Fees
Absolutely no annual or transaction fees cutting into your investment returns.
Fixed Returns
Fixed, consistent, and reliable returns.
Journey together
What is Shield Wealth
Income Management Fund?
Shield Wealth Income Management Fund (SWIM Fund) was formed for the purpose of raising capital for primarily commercial real estate, but not limited to buying residential real estate, holding and or selling of residential properties and notes nationwide, including U.S. territories.
We remove the burden to our investors that want to invest in Real Estate with no operational involvement, liabilities or dealing with tenants. A true hands off approach in passvie investing.
Who can invest?
This offering is an SEC Reg D 506(c) and is open to accredited investors only. An accredited investor has either a net worth of $1 million, not including their primary residence, OR an annual income of $200,000 (or $300,000 if married) for the last two years. You have a reasonable expectation that it will continue.
What We Do
We are investors who raise capital to invest in real estate projects through joint ventures and our existing funds and projects. Shield Wealth Income Management Fund, has been involved in commercial and residential transactions for many years. Its expertise is in commercial properties repositioning and adding value to all, a diverse real estate portfolio.
What's in it for you
As an accredited investor* you can invest as little as $25,000 USD and become a creditor to the fund with a fixed return or invest more money a higher return.
As a creditor, you have no hassles, fixed income paid semi-annually, and you can cash out your principal with a notice to the fund manager within any 12 months period.
What should you do about it?
If you are an accredited investor*, Click on “Get Started” and schedule a quick consultation with one of our Fund Managers.
Our team will assist you in answering any questions, discussing the details of our offering, and verifying that you can qualify as an accredited investor.
WORK WITH SHIELD WEALTH INVESTMENT FUND
Steps to Get Started
Easy Investing Solutions
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Frequently Asked Questions
This Offering involves the sale and purchase of Promissory Notes (“Notes”) in Shield Wealth Income Management Fund, LLC (the “Company”), which was formed for the purpose of raising capital to engage in the business of investing in all forms of real estate, including but not limited to buying, rehabilitating and holding and/or selling residential and commercial Properties and notes on such Properties nationwide including U.S. territories.
These Notes are offered to “accredited” investors as described in Section 1 “Suitability Standards.” There is the possibility of conflicts of interest arising between the Note Investors and the Manager that are described in Section 8 “Conflicts of Interest”. This Offering of Notes involves substantial risks that are described in Section 10 “Risk Factors and Disclosures”. There is the possibility that the proceeds of this Offering will be insufficient to meet the requirements described in Section 5 “Investment Objectives, Policies, Note Payments and Allocations”. Before purchasing any of the Notes offered through this Memorandum, consult with an attorney or a financial advisor to determine if this investment is suitable for you.
Investment in Company involves numerous risks, which cannot all be forecasted, foreseen, or predicted. Some of the risks include but are not limited to: Investors shall have no management control or authority over Company; Company cannot guarantee that it will continue meeting certain regulatory exemptions; Company cannot guarantee that it will beat competitors; Company may purchase assets from interested parties such as Company Executives or parties affiliated with such; Distributions are not guaranteed; Investors may not receive a return and may even lose their initial capital, and; the Managers, Key Personnel, and/or Company Executives may work on similar projects to Company. Please read all Risk Factors below for more information.
Clients Info with Text
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I have been in business with Fernando since 2017. He has been a friend and mentor and contributed much to my professional success and development. He has a passion for learning, professional growth and developing others. His insights and observations come from his years of leading and developing high performance teams and scaling businesses. His energy can be contagious and he will outwork most people, keeping up with him can be a challenge but the journey is worth the reward.
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