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 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

SFA invests with a focus on commercial properties in the northeast and mid-Atlantic regions. These regions provide immediate, attractive, and sustainable investment opportunities providing both regular quarterly income and long-term capital appreciation. SFA 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 value-add capital improvement opportunities and implementing disciplined operational procedures. For each investment, we apply a comprehensive approach that includes market evaluation, and financial analytics to ensure strong 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 markets.

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Looking For Short Term Double Digit Returns?

We want to introduce you to what many of our clients call their FAVORITE investment…. Merchant Cash Investment or MCA.  After the sudden tightening in the lending industry after the collapse in 2009, more small businesses across the nation rely on MCA than every before for immediate capital needs for expansion and to fulfill orders in a timely manner.   Let us show you how we selected the company with the strongest financials & the most conservative underwriting team in the industry to keep our funds secure.

With only a ONE year commitment, thousands of clients nationally are receiving a monthly interest payment with fixed 9%-15% annual returns using cash or IRA dollars.  We EXPECT you to be hesitant, so speak with our clients, our attorneys, and let us show you Merchant Cash Advance done right!

Increase Your Fixed Rate Returns While Helping The Backbone of the U.S. Economy – Small Business

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OVER $1.75 BILLION+

Collected In New Lifetime Accounts Receivables

1.1% Default Rate

VERSES The Industry Average Default Rate of 15%-22%

$30,508,000+ MILLION

Averaged MONTHLY in New Funding Over The Last 12 Months

12,000+ Funded Advances

As of October 2019 & Increasing Daily!

ZERO

Missed OR Late Payments to Investors LIFETIME Since Funds Inception*

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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Embrace Volatility Through ETF Arbitrage

Protection For a Down Market While Generating Returns In BOTH Markets

AlphaBond operates a two-component strategy, consisting of a bond portfolio joined with an ETF arbitrage system. The bond portfolio is the fund’s source of beta, and is designed to deliver a small, but consistent return, in line with the risk­free rate. The ETF arbitrage system is the fund’s source of alpha, and is designed to deliver sporadic, but significant returns, when mispricings between ETFs and their underlying components materialize.

AlphaBond remains fully invested in its bond portfolio at all times. It invests in the safest bonds, with the goal to track the risk-free rate of return. AlphaBond’s ETF Arbitrage system only engages markets when mispricings exist, using the bond portfolio as collateral for funding these trading activities. ETF Arbitrage opportunities only occur on a small minority of days, but usually occur when markets become volatile and/ or distressed. As such, the fund performs best in declining markets, when alpha is most needed and hardest to find. AlphaBond is well suited to balance overall portfolio returns when paired with risk assets.

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We Value Our Clients Like They Are Family.