This website provides general information about Marquee Financial Group and life settlement investment strategies. It is not a substitute for definitive legal, tax, investment or offering documents.
Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, any security or investment product. Any offering will be made only through definitive private offering materials and subscription documents, to persons who satisfy the eligibility requirements stated in those materials and applicable law.
Statements regarding targets, projections, anticipated returns, fund size, investment ranges, portfolio construction or future plans are forward-looking and are subject to assumptions, uncertainties and risks. Actual results may differ materially. No target or projection is a promise or guarantee.
Life settlement investments are speculative and illiquid. Material risks include, among others, insured longevity that exceeds estimates; additional premium requirements; policy lapse; carrier credit and claims risk; inaccurate or changing life expectancy estimates; acquisition-price risk; insufficient diversification; liquidity constraints; financing risk; tax consequences; legal and regulatory changes; servicing errors; fraud; cybersecurity events; and loss of part or all invested capital.
References to low correlation or non-correlation describe the fact that policy maturity is primarily driven by insured longevity rather than public-market prices. They do not mean that a fund is risk-free, that its value can never be affected by economic conditions, or that it will perform positively when other assets decline.
References to historical transactions, facilities, policy volumes, counterparties or activities may relate to principals, predecessor companies, affiliates or advisory engagements and should not be interpreted as the investment performance of Marquee Financial Group or of any current or future investment fund.
Certain private offerings may be limited to accredited investors and may require verification or other investor qualification procedures. Investor eligibility is determined under the applicable offering exemption, governing documents and then-current law.
Prospective investors should consult their own legal, tax, accounting and investment advisers. Marquee Financial Group does not provide individualized legal or tax advice through this website.
Information submitted through this website should be limited to ordinary business contact information. Do not send medical records, policy-owner information, Social Security numbers, account credentials or other sensitive personal information through the public contact form.
The current static site uses no advertising trackers or analytics by default. If analytics, CRM tools, online data rooms or investor portals are later added, this privacy notice should be updated before those services go live.
Investor inquiries generated by the contact form are transmitted through the visitor’s local email application to Marquee’s contact address. Email transmission is not guaranteed to be secure.