Bequest Asset Management: Verified Investor Reviews on Invest Clearly

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Bequest Asset Management Overview

Bequest Asset Management is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940. As a fiduciary, we are unwavering in our commitment to placing our clients’ best interests first. Our team of 20 seasoned professionals actively manages a diverse portfolio of income-generating assets across the United States. Bequest’s investment strategy focuses on identifying and enhancing value-add opportunities that produce consistent & predictable returns. Our current holdings include performing, owner-occupied residential mortgage notes in suburban markets, 72,000 square feet of commercial and medical real estate, and a range of cash-flowing energy assets nationwide. A key differentiator of our firm is our ownership model: our managing partners have invested substantial personal capital alongside our clients, ensuring alignment and reinforcing our dedication to long-term success.