How the Ultra-Wealthy Think Differently About Investing The ultra-wealthy don’t just rely on the stock market to grow their wealth. They play a different game, strategically allocating capital into alternative investments such as private equity, real estate, and private lending. Why? Because these investments offer: ✔ Higher returns than traditional assets ✔ Risk protection from […]
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Investments in private placements are speculative in nature and involve a high degree of risk. Those investors, accredited or unaccredited, who cannot afford to lose their entire investment should not invest. Investors may, and often do, receive illiquid and/or restricted securities in exchange for their investment and these securities may be subject to holding period requirements and/or have limited liquidity options. Private placement investments are highly illiquid and investors who cannot hold an investment for the long term (at least 5-7 years) should not invest. Navigator Wealth Fund LLC may hold assets for even longer periods of time should it be opportunistic for the fund and/or the investors.
Accredited and non-accredited investors often seek investment in alternative investments. However, alternative investments should only be part of your overall investment portfolio. Navigator Wealth Fund LLC encourages investors to have a balance of investment risk, and asks investors to seek professional independent advise on how to balance your portfolio risk. The alternative investment portion of your portfolio should also include a balance and laddered approach.
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It should be clear that private placement investments and short-term debt funds are NOT bank deposits and should not be thought of directly as bank deposits. As a result, they are neither insured by the FDIC nor by any other federal governmental agency. Returns are NOT guaranteed by Navigator Wealth Fund LLC or any other related party or entity. Any investment made MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment offered or the accuracy or completeness of any of the contained information or materials provided by or through this website. All investors must be able to afford the loss of their entire investment.
Investors should plan on investing in private placements with long-term commitments, have the ability to afford to lose the entire investment and have low liquidity needs from the investment. NAVWF.COM website provides preliminary and general information about the variety of investment vehicles it may offer. It is not an exclusive nor an all encompassing list of asset types that may be offered within a Security offering. The information provided is intended for initial reference purposes only. Information is often condensed for presentation purposes and DOES NOT summarize or compile all the applicable information. The NAVWF.COM website does not constitute an offer to sell or buy any securities. No offer or sale of any Securities will occur without the delivery of confidential offering materials and necessary related documents. Subsequent investment documents will also be provided on specific investment opportunities as outlined in Private Placement Memorandum documents. All the information contained within the NAVWF.COM domain is qualified by and subject to more detailed information in the applicable offering materials. Navigator Wealth Fund is not registered as a broker-dealer, and does not make any representation or warranty to any prospective investor regarding the legality of an investment in any Navigator Wealth Fund LLC Securities.
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