Lotus Club: Private Investment Update Q2-2017 (25% GROWTH IN LAST 90 DAYS!)

Lotus Club Program Highlights (90 day progress) 73 Club Members with $0.7 billion of net worth (9 new Members) 398 total private placements (97 new placements) $40.6 million of private investments ($10.3 million added)* $9.7 million of backlog cash available for new private investments (up $0.5 million) $4.51 million of annual Club cash flow (up $1.04 million) $62K [...]

By | June 1st, 2017|Investment Strategy, Lotus Club, Private Investments|

Lotus Club: Private Investment Update Q1-2017 (Continued Exponential Growth!)

  Lotus Club Program Highlights (90 day progress) 64 Club Members with $0.65 billion of net worth (10 new Members) $30.3 million of private investments ($7.7 million added)* $9.2 million of backlog cash available for new private investments (up $0.8 million) $3.47 million of annual Club cash flow (up $0.8 million) $54K of annual cash flow per Member [...]

By | February 28th, 2017|Investment Strategy, Lotus Club, Private Investments|

Private Investment Update Q4-2016 (Introducing “Lotus Club”)

A huge 90 days of progress since our last private investment update...and a name change! Introducing:  Lotus Club The Club is a diverse group of individuals with a unifying love for Human Productivity. Our Club finds and solves real world problems, empowering competent and passionate people with our hard-working capital. Whether we are improving health [...]

By | November 29th, 2016|Investment Strategy, Lotus Club, Private Investments|

Private Investment Update Q3-2016

Our private investment program continues to mature, with new sourcing channels being cultivated and new investors joining in on the benefits. In the past three months, we expanded our sourcing channels by adding four new investment firms to our informal network.  These firms have already each supplied us with 1-2 leads on new investment managers [...]

By | August 31st, 2016|Investment Strategy, Lotus Club, Private Investments|

Private Investment Update Q2-2016

Well into our second year of the program now, we continue to find reasons why our clients love passive income. Most recently, our clients have told us it helps with the following: The ability to explore different career options because the stability of consistent income was there A greater focus on growth initiatives in their [...]

By | June 1st, 2016|Investment Strategy, Lotus Club, Private Investments|

Private Investment Update Q1-2016

Delivering Consistent Income Despite public market volatility, our Private Investment Program continues to deliver on its goals: Provide security and freedom through increasing cash flows Reduce stress through consistent performance Increase access through lower investment minimums We continue to work countless hours getting clients more deeply involved, staying on top of current investments, and sourcing new [...]

By | March 2nd, 2016|Investment Strategy, Lotus Club, Private Investments|

Private Investment Update Q4-2015

  Delivering Consistent Income Our Private Investment Program continues to deliver on its stated goals: Provide security and returns through increasing cash flows Improve financial stability through reduced volatility Increase access through lower investment minimums We continue to work countless hours getting clients more deeply involved, staying on top of current investments, and sourcing new [...]

By | December 2nd, 2015|Investment Strategy, Lotus Club|

Private Investment Update Q3 2015

We are excited to share with you insights into our highly sought after Private Investment Program.  The Program consistently delivers on its four major goals: Increase client long-term returns Reduce portfolio volatility Increase diversification Deploy excess cash while public market remain overvalued Since launching, we have a had a very high adoption rate among our accredited [...]

By | August 31st, 2015|Investment Strategy, Lotus Club|