Final CEO Fireside of 2024
Finish Strong, Start Stronger:
Jumping into 2025 with Confidence
This year may have thrown its share of challenges your way, but how you finish will determine how you start. Let’s end strong and get ready for your best year yet!
NO OFFER OR SOLICITATION. The material herein does not constitute an offer to sell nor is it a solicitation of an offer to purchase any security. Offers will only be made through relevant investment documents (private placement memorandum or offering circular and subscription agreement) and where permitted by law.
Circle of Wealth Fund III LLC (“Company”) is managed by Secured Investment Corp (“Manager”). An investment in membership interests entails risk of loss, and you may lose all or part of your investment. Each investor should carefully consider the risk factors and other information discussed in the qualified offering circulars/PQAs (and current supplements, if any) before purchasing membership interests.
The Offering Circular is available here:
https://www.sec.gov/Archives/edgar/data/1762825/000173112220000349/e1852partiiandiii.htm
Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties.
Generally, no sale may be made to you in this Offering if the aggregate purchase price you pay is more than Ten Percent (10%) of the greater of your annual income or net worth. Different rules apply to accredited investors and non-natural persons. Before making any representation that your investment does not exceed applicable thresholds, Investors are encouraged to review rule 251(d)(2)(i)(c) of Regulation A. For general information on investing, Investors are encouraged to refer to www.investor.gov.
Neither Company, Manager, nor any of their other affiliates are registered investment advisors or broker-dealers and do not provide investment advice. No communication from Company or Manager through this email, website, webinar, other materials, or otherwise is intended to be or should be construed as investment, tax, financial, accounting or legal advice. Neither Company, Manger, nor any of their affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Company, Manger nor any of their affiliates assume responsibility for the tax consequences for any investor of any investment.
