The strategy seeks to defer taxes, achieve diversification, and minimize fees

  • Maximize Tax Deferral – Perpetuate 1042 deferral through equity-based QRP

  • Maximize Diversification – 250+ holdings of largest, cap-weighted US equities

  • Minimize Fee Drag – Our fees are simple and affordable

Read our white paper on 1042 QRP solutions for Sellers to ESOPs

Our Process

For illustration purposes only

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Tax-Efficient

Maximize Tax-Deferral

Perpetuate 1042 deferral through equity-based QRP

Diversification

400+ Holdings

Diversification helps to protect and preserve wealth

Affordability

Low All-In Costs

Floating rate note solutions can be very expensive

Customizable

Tailored to Your Needs

Risk management and purchase price financing options available

Implementation Options

Please feel free to reach out if you have questions on implementing our strategies.

Are you ready to become a better investor?

We want you to be better. Let us help.