"A Trusted Investment Partner"

I’ve had a great experience working with Bequest Asset Management. The team is knowledgeable and responsive, and their communication has been clear and consistent throughout. They’ve proven to be reliable partners, always following through on what they promise. I appreciate their professionalism and the way they’ve built trust through both the quality of their work and the way they engage with clients. Highly recommend them for anyone seeking a dependable investment partner.

"Good Fund Better People"

It's been a pleasure getting to know the BeQuest team over the past few years. The entire staff is friendly and genuinely wants you to succeed. They were very helpful during the onboarding process and I look forward to continue being a part of the BeQuest family.

"Boring is Beautiful! I love the consistent growing passive returns."

I began investing with Bequest in 2022 and have been pleasantly surprised and pleased with the entire experience. The consistency of returns has made this a stress free, but also pleasantly surprising as I look at the value of my account with the compounding returns each year. (Sure, we can all create a compounding spreadsheet and "know" that compounding is a great way to grow wealth, but actually seeing the increased account value at the end of each year is lovely.) The returns have all consistently arrived on time and have met the stated preferred return. Communications from the team are excellent - clear, regular, recurring and timely. Statements and tax documents are always on time and regular investor meetings keep us well informed and educated. While it may seem like Mortgage Note investing is "boring", boring can be BEAUTIFUL! Thanks to the entire Bequest team for making this investment easy and transparent and for providing consistent returns.

"Passive Income at its Finest"

I have been investing with Bequest Fund for 46 months now. I am invested in four separate Funds at Bequest: Income, Equity, Legacy and CMJV2. I have realized consistent, high-yielding passive income of just shy of $290,000 through my investments with Bequest. I have received 46 straight months of earning distributions from the Income Fund like clockwork. In addition to providing stable, high yielding returns, Bequest sets itself apart with its excellent level of communication. I have been investing for decades now and no other firm that I have invested with comes close to communicating and keeping its investors informed the way that Bequest does. The Team at Bequest treats its investors like family, providing consistent passive income, excellent training and investment tools towards my goal of financial freedom. All your hard work at Bequest is greatly appreciated! Keep up the great work!!