Fact Sheet

Features

The offering will utilize a proprietary “Restricted Stock/Preservation of Principal” financial methodology that offers investors the following benefits:

“Preservation of Principal”

Adds a component that assures a 100% collateralized return of principal in 7-10 years, in cash, held in segregation on behalf of the investor.

Growth Potential

Adds a separate growth component that provides upside participation in the future growth of a contributed security or the S&P 500.

Substantial Tax Benefits

Provides a first-year cash distribution that can be used to cover the long-term capital gains tax (up to 23.8%) that may be due on the constructive sale of the securities after exchange.

Long Term Growth

Provides a growth component in private companies that enables investors to participate in future growth of these companies in perpetuity.

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