Earn Passive Income & Diversify Your Portfolio Through Institutional Quality Alternative Investment Funds With a PROVEN Track Record!
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!
Private Equity Funds / Alternative Investments
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
Your Financial Future is Worth the Time to Educate Yourself Today with The United Fidelis Group.
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.
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!
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.
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.
We met with 8 different "advisors" before i retired and after our meeting with Michael we knew immediately we didn't have to see another one! He was very knowledgeable and answered every question we had, and NOONE took the amount of time he did for us... I almost felt bad but it was the biggest decision of our life and we certainly made the right one as years later we don't have to worry about losing and have had the highest growth we've ever had! I highly recommend sitting down or calling in to speak with Michael for a second opinion and learn more about his funds and how he plans!
I've had a close family friend as my broker for 20 years but after meeting Michael & his team at an event I saw what returns he was giving his clients, his history, and the family atmosphere was really a nice change! We get the personal attention but have access to investments we normally would never have been able to find, and couldn't be happier with the income we received each month like clockwork! I have some jealous friends who i referred over finally after they got tired of worrying about their accounts losing money and saw me just enjoying my retirement!
I wasn't even looking to make any moves but was curious about the great rates I saw so we had a consultation. I will tell you that we learned more in those 2-3 hours than we had from any other adviser before that! We started slowly and once we learned how we could earn a higher income with lower risk, AND get to leave what we wanted to our kids I couldn't be happier!!! Michael has an amazing team from the attorney's we used, to his tax partner it has brought a real sense of stability and stress free living to us that we never had before! HIGHLY recommend!
I have had an absolutely amazing experience since we have switched our assets over to Michael. His attention to detail and tremendous knowledge has been priceless!! We never even thought of many of the areas we are now covered, as well as never realizing the risks we were taking and how little we know about what other investments were out there. We LOVE getting our monthly payments and with these rates it has been great! I highly recommend sitting down for a conversation i know anyone will learn something and probably become a client!