Real Freedom through Passive Investing

Generate cash flow and build legacy wealth through large-scale commercial and residential real estate investing.

Be In Control

Be in control of your investment and how much income it will produce.

No Fees

Absolutely no fees cutting into your
investment returns.

Fixed Returns

Fixed, consistent, and reliable
6-8% return.

What is Shield Wealth Income Fund?

Shield Wealth Income Fund (SWIM Fund) 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 real estate Properties nationwide including U.S. territories.

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 Investment Fund, has been involved in residential and commercial transactions for many years. Its expertise is in residential rehabs and sales, as well as commercial property repositioning and adding value.

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 of 6% or invest more money and get to 8% 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.

*The SEC defines an accredited investor as someone whose net worth is over $1 million excluding his/her home OR has an income of
$200,000 per year (if single) or $300,000 (if married and filing jointly) for the past two years with the expectation of the same income or more for this year.

WORK WITH SHIELD WEALTH INVESTMENT FUND

Steps to Get Started

Schedule a Consultation

Speak with a Fund Manager to learn more about the Fund, what your goals are and answer any questions.

Get Access to our Investment Portal

If you are qualified and ready to get started we will give you access to our investment portal where you can access the PPM, qualify yourself, complete all paperwork and oversee your investment in the Fund.

Invest

Fund with your investment amount and start earning at least 6% and start building your lifetime cash-flow.

Easy Investing Solutions

Beat Inflation

Increase your money’s buying power and prevent it from losing value over time.

Fixed Returns

Fixed, consistent, and reliable 6-8% return.

Great Liquidity

Easily access your funds. Long term investment is not required, so you are never locked in.

Retire Early

Put your money to work for you with little effort so you can retire early.

No Fees

Absolutely no fees cutting into your investment returns.

No Hassle

Get access to real estate without the need to own, operate, or finance properties.

Frequently Asked Questions and Resources

What are the general offering terms?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.

What are the investor qualifications?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.

What are the Note Classes being offered?There are four (4) classes of Notes:

Each Note requires a minimum investment of at least twenty- five thousand ($25,000) dollars. After purchasing a minimum of one unit, an investor may purchase a fraction of a unit.

1  Class A Notes – Pay eight (8%) percent simple interest calculated annually. Class A Notes are available only to those who invest a minimum of two hundred and fifty thousand ($250,000) dollars.
2  Class B Notes – Pay six (6%) percent simple interest calculated annually. Class B Notes are available only to those who invest a minimum of twenty-five thousand ($25,000) dollars.
3  Class C Notes – Class C Notes have a term of five (5) years and pay an individual interest rate at the Manager’s sole discretion based on the amount invested.
4  Other Notes - Manager may make exceptions through addenda at its own discretion based on the amount invested regarding returns and length of time money will be committed to the Company.

What are the risk factors?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.

"I've known Fernando for about a year, but it feels like a lifetime. I've had the pleasure of having deep conversations about business, but also about life.  How to describe Fernando? Somebody with character, lots of experience, and somebody that just adds value all the time. Somebody that I highly recommend. If you want to get into business, grow your portfolio, generate passive income and you want to know more about triple net, which is his specialty."

Juan Carlos MoralesJuan Carlos Morales

"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. He is a visionary with a keen ability to see the potential in any deal, circumstance or person. His vision routinely challenges me to not accept the status quo and work to bring that potential into reality. 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."

Eric Granger, MBAEric Granger, MBA

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