The Placement Fund.

“We pool capital together and invest to help people build wealth and prepare for retirement”

A Proven Retirement

Whether you’re a seasoned investor or just starting your financial journey; The Placement Funds provide a place get consistent and dependable results when you invest with us. Here are some of the benefits:

Our Investment vehicle pulls capital from various investors to acquire ownership stakes in the same investment pools as the ultra wealthy. Primarily targeting multi-family real estate, regardless if your accredited or a non-accredited investor you can still experience confidence in planning for retirement, prolonging and growing wealth.

The right fund

What could a fixed compounding interest Return do for your retirement?

10% Compounding Annual Return

A 10% Compounding Annual Return is a powerful financial concept that represents the rate at which an investment grows annually, taking into account both the initial principal and the accumulated interest from previous periods. This rate of return has incredible value for individuals looking to grow their wealth over time.

The Rule of 72

The Rule of 72 is a simple yet powerful financial concept that provides a quick estimate of how long it will take for an investment to double in value, given a fixed annual rate of return. The rule is especially valuable for individuals planning their retirement and seeking to grow their wealth over time.

8% distributions as income

Maintaining and growing wealth through an 8% distribution strategy involves carefully managing your investment portfolio to generate a consistent income stream without significantly affecting your lifestyle. Let’s break down this concept.

#1 Retirement Planner

Secure your retirement today

Our goal is to help you achieve financial independence, so you can enjoy your retirement years without worrying about money.

What we stand for.
The values of our core

“We are committed to gaining clarity and understanding our clients’ intentions for their future. It’s important to us that our well-defined strategy aligns with our client’s intentions for their investments and their lives,”
said James McCabe


“I could go back in the direction I had come from, or I could go forward in the direction I intended to go.” — Cheryl Strayed


A vision without a strategy remains an illusion.” — Lee Bolman


“If you align expectations with reality, you will never be disappointed.”
— unknown

A modern approach to consistency.

Our team of financial experts is here to provide personalized guidance and support. Whether you need advice on investment strategies, debt management, or retirement planning, our professionals are dedicated to helping you navigate the complexities of personal finance and achieve financial success.