As a Family Office, we have historically offered industry leading money market rates for investor cash, as well as outstanding interest rates for investor borrowing needs.

Loan Interest Rate Table

April 1, 2016
Debit BalanceMonthly FactorApproximate Annual Interest Rate
<= $100,0000.005006.00%
<= $200,0000.003334.00%
<= $400,0000.001672.00%
> $400,0000.000831.00%

Class C Interest Rate Table

April 1, 2016
Credit BalanceMonthly FactorApproximate Annual Interest Rate
< $50,0000.000010.01%
>= $50,0000.000210.25%
>= $100,0000.000831.00%
>= $150,0000.001251.50%
>= $300,0000.001672.00%
>= $800,0000.002503.00%
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