Investor Benefits

The attributes and objectives of the Capital Alliance Funds may be appealing to those Accredited Investors seeking:

  • Predictable monthly income
  • Capital preservation
  • Diversification
  • The compounding benefits of a Dividend Reinvestment Program
  • An experienced management team
  • Alternative investment for IRA funds - available at Charles Schwab, Fidelity Investments, National Financial Services, Resources Trust, First Trust, Pershing, PENSCO Pension Services, and TD Ameritrade.

Are you an Accredited Investor? Find out here.

Investor Qualifications