The United Fidelis Group | The Fidelis Private Equity Funds
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Earn Passive Income & Diversify Your Portfolio Through Institutional Quality Alternative Investment Funds With a PROVEN Track Record!

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The United Fidelis Group is Here to Help Jump Start Your Financial Plan By Introducing You To Private Equity & Alternative Investments!

The Fidelis Financial Planning Fund is managed by Michael C. Furman, CTEP, MFP of The United Fidelis Group. Michael has over 16 years of experience in the investment & financial planning sectors. He is both President & Founder of The United Fidelis Group which is a full service estate & financial planning firm that manages a variety of private equity & alternative investment funds. Michael has held numerous investment & insurance licenses & holds both the Chartered Trust & Estate Planner® and the Master Financial Planner® designations from the Global Academy of Finance & Management.   The United Fidelis Group was just voted by the people into the Top 3 Best of 2020 in both “Top Investment Firm” & “Top Insurance Firm” for Palm Beach County. 

The nationally award winning team at The United Fidelis Group are ready to help educate you on how adding private equity to your portfolio & financial plan can greatly reduce your fees, risks, & dependence on the stock market while increasing your overall rate of return.  Through our family atmosphere we promise 100% transparency & ZERO pressure to better help serve your financial needs!

Service Areas: 

Private Equity Funds / Alternative Investments

Wealth Management

Life & Disability Insurance

Long Term Care Planning

Financial Planning / Income & Retirement Plans

Proactive Tax Planning

Estate & Business Planning

Annuities / Pensions

Investment Advisory Services / Portfolio Management

And More...

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Your Financial Future is Worth the Time to Educate Yourself Today with The United Fidelis Group.

Are you an accredited Investor?
I have a net worth of at least $1,000,000 (exclusive of your primary residence, furnishings and automobile)I made at least $200k per year for the past 2 years (or $300,000 combined income if married)No, I am not an accredited investor

Income WITH Equity Ownership Provides Diversified Commercial Real Estate Investment Funds With a REAL Track Record

Investment Opportunities Providing BOTH Fixed Interest Income & Long Term Capital Appreciation

Our Fidelis CRE Fund invests with a focus on commercial properties in major metropolitan regions along the eastern United States. These regions provide immediate, attractive, and sustainable investment opportunities providing both regular quarterly income and long-term capital appreciation. The Fidelis CRE Fund differs from traditional private equity funds in that investors have discretion over individual assets, allowing better diversification and leverage control while enhancing their returns & security through direct ownership of the LLC.

We seek to optimize overall investment performance through acquisitions with diversified class options, capital improvement opportunities, and by implementing disciplined operational procedures. For each investment, we apply a comprehensive approach that includes market evaluation and financial analytics to ensure strong secured returns while mitigating risk.  Ask us today for our track record and how we are able to provide you with a healthy return while keeping your funds secure from the traditional stock markets.

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A Timely Investment Whose Time Has Come – The Senior Living Industry

Diversify Your Portfolio, Earn Passive Income Plus Opportunity For Additional Growth

When researching investment opportunities, it is imperative to understand the market which you invest and the underlying trends in that industry. Ideally an investor wants to secure their money in a safe and profitable asset, while their dollars are working for a good cause.

As for the senior living industry, there is an unprecedented demand for senior living and facilities for the #1 growing population in the United States — our Baby Boomers. The silver tsunami is literally at our doorstep.

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We Value Our Clients Like They Are Family.