Embrace Flexibility With
Interval Funds
Want to invest in unique opportunities while maintaining a degree of liquidity? At Legacy Private Wealth, our interval funds—a specialized type of closed-end mutual fund—offer periodic share redemptions, giving you access to less liquid assets with a structure designed for smarter, long-term investing.
Access Liquidity with Control
Interval funds repurchase a portion of shares at set intervals, such as quarterly, at their net asset value (NAV). We can help you navigate this structure, balancing liquidity needs with the potential for higher returns from less liquid investments.
Invest in Illiquid Assets
Unlike traditional funds, interval funds focus on less liquid strategies like private debt or niche real estate. Legacy Private Wealth leverages this flexibility to diversify your portfolio, targeting assets with strong growth potential.
Potential Growth Strategy
Interval funds cater to investors seeking alternatives to daily-traded funds, often offering exposure to markets institutional investors prioritize. With our direction, you can confidently explore these opportunities that attempt to enhance your portfolio's performance.
Current Interval Fund Offerings
Blackstone REIT Interval Fund
Griffin Institutional Access Credit Fund
Start Exploring The Opportunities That Interval Funds Can Offer For Your Financial Future
Ready to learn more about how interval funds can help you achieve your financial goals? Schedule a consultation with our experienced team today.
Get Started Today