Across the board, I know what keeps investors awake at night. I’ve heard it dozens of times – It's more about securing a return of their investment than return on their investment.
They want to know that their investment is safeguarded against fraud and other misgivings from the manager, the deal sponsor, and the person they want to trust the most. The fear most investors share is that they send money and its intended purpose is not honored. A classic example of this is an investor authorizing a particular use of their funds only to have them be misappropriated to cover some other investment or obligation that the manager didn’t mention or disclose.
At The Legacy Group, we eliminate that fear for our clients by using a third-party custodian who holds the capital. We never touch our clients’ funds until the investment is secured and the capital investor is protected.
Our clients look to us to make wise decisions about what where to invest their hard-earned funds, and we are committed to doing everything within our power to ensure our clients know exactly where their money is being invested at all times. Through the use of a third party custodian, we never take money directly and our clients are provided with an audit trail to track investment to investor. In addition, this custodian acts as a fiduciary holding responsibility for our investor’s funds. This ensures that our company’s operating funds are kept separate from our investor’s funds, allowing us to remain transparent to our investors at all times.
If you are looking to get involved in small balance real estate investments, contact The Legacy Group online or call us today at (719) 578-8387. With more than 100 years of combined real estate experience, our team of professionals can provide the trusted guidance you need to keep your money safe and maximize your return on investment.