2019
$65M
Sarasota, FL
All US States
District Of Columbia
Mortgage Notes
Debt
Private Credit
Single Family
Accredited
Non-Accredited
Institutional
Family Office
Bequest Asset Management Reviews
12Invest Clearly reviews are real experiences from verified investors. Here's
A Trusted Investment Partner
I’ve had a great experience working with Bequest Asset Management. The team is knowledgeable and responsive, and their communication has been clear and consistent throughout. They’ve proven to be reliable partners, always following through on what they promise. I appreciate their professionalism and the way they’ve built trust through both the quality of their work and the way they engage with clients. Highly recommend them for anyone seeking a dependable investment partner.
Update
A few days after posting this review, I heard back from Shawn Muneio. I was told that they will honour their promotion and waive the waiting period, resulting in an extra 2 months of returns for my funds. He agreed to look into another 2 month period where I appeared to earn 0% and get back to me on that. He also stated that I should call his direct line next time I want to communicate with him.
Retired and happy
I retired two years ago and if I'm being honest, the thing that worried me most was watching my savings sit there while I tried to figure out how to actually live off of them. A friend told me about Bequest Asset Mgmt and it's turned out to be one of the best decisions I've made. The monthly interest payments come in right on schedule, every single moth, and at 67 that kind of predictability means everything. I can plan my budget, help with my grandson and not lose any sleep wondering what's coming in. Beyond the numbers though, the people are just wonderful and kind. Anytime I call with a question, they take the time to explain things in plain English and never makes me feel silly for asking. That's rare these days. I'd tell any of my friends who are retired or getting close - this is what working with a company that respects you actually feels like.
Simple to Start, Steady Ever Since
I've been invested with Bequest for about a year now, and it's been a really good experience. Getting started was simple, I didn't feel like I needed to be a big-time investor to be taken seriously. Everything is backed by real assets, which gives me peace of mind. They keep in touch regularly, which I appreciate, and the performance has been steady the whole time. It’s been a pleasant, low-stress investment.
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