What is SWAN Nest?
SWAN Nest Fund seeks to eliminate the many traditional barriers to entry by giving investors access to a broad portfolio of private investments with a low minimum and increased liquidity.
The fund seeks to comprise a minimum of 4 non-correlated income-producing assets. This simply means that the investments are unlikely to move up or down in unison. The fund aims to provide long-term returns, prioritizing high-yield-generating private credit investments across various market segments, geographies, and industries. The balance of the fund includes a diverse set of liquid assets and credit solutions to target greater liquidity for the fund while also providing growth potential and additional portfolio income.
Why SWAN Nest?
After witnessing many clients tiptoe into retirement, concerned about spending too much or spending down principal, our Nest Fund is designed to increase the output of dividends and yield compared to other traditional asset classes. By investing in energy, private credit, private lending, and preferred equity, it can give you the income to maximize your retirement.
Individual Investors have minimal exposure to Alternative Investments
Source: Preqin Global Report 2022, Hodes Weill & Associates: Institutional Real Estate Allocations Monitor and UBS Global Family Office Report 2022, Neuberger Berman, Oliver Wyman, Morgan Stanley Research. Analytics as of March 31, 2021. Private markets include private equity, venture capital, private debt, real estate and infrastructure. High net worth: $1 – $50 million investable wealth. Ultra-high net worth: over $50 million investable wealth.
“We believe real estate deserves to be apart of every client’s portfolio in at least some form” – Andrew McNair
“Real Estate adds asymmetrical risk to many traditional assets classes like stocks and bonds our clients already had in their portfolios”
-Andrew McNair
Types of Income Producing Holdings
Private Credit
Private Lending
Energy
Download this 8-page guide was created for you to better understand how taxes could affect your retirement income.