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CREATE A BETTER LIFE WITH ONE SIMPLE INVESTMENT

We Focus On Alternative Investments That Produce Consistent and Predictable Cash Flow

75M

Assets Under Management

1000+

Real Estate & Notes Currently Managed

40

Years Investing Experience

Ready To Start Your Generational Wealth Journey?

Consistent & Predictable Monthly Passive Income That Can Be Passed Down For Generations With Our Evergreen Investment Options.

WHO ARE WE?

Sarasota FL based Asset Management firm focused on Real Estate and Energy. Our main focus is acquiring & managing assets that provide predictable monthly passive income without compromise.

WHO WE WORK WITH?

We collaborate with accredited investors who are typically business owners, entrepreneurs, corporate executives, and self-directed IRA investors.

Experience The Power of Smart Investing With Bequest

Sarasota’s Top-Ranked Asset Management Company
Dan Decraene
Dan Decraene
I am a raving fan of Martin Saenz and Bequest Funds. I heard a retirement podcast 18 months ago where Martin was being interviewed for his mortgage expertise. I was very impressed. I searched him out and called him numerous times to ask more questions. He always picked up the phone or responded to my emails. Soon after that, I invested both my SEP IRA and my personal money into Bequest Funds. I have not been disappointed. They keep me informed and I love the mailbox money.
Colleen Gibson
Colleen Gibson
Great ROI and great investment products. Everyone at Bequest is very helpful and professional.
C. Jeff Kratz
C. Jeff Kratz
Great place to invest with !
Mac McConkey
Mac McConkey
Bequest provides a personal touch to investing that no other firm or place has provided in my decades of experience. They are honest, provide superb service when any questions arise, and go that extra mile to ensure that all investors are well informed and investing wisely for their generational wealth. Many thanks Martin and Kaveh!!
Yulanda Wolfe
Yulanda Wolfe
I work for this amazing company. The culture is TOP NOTCH. The partners have a tenacity and drive like no other. I am in love with the passion this company bestows for their employees, investors, and the future. Gimme a 👏👏TEAM BEQUEST!!!
Darnel Simpson
Darnel Simpson
Had a great experience at this office! Very personable employees and would recommend to anyone looking for a great investment oppurtunity!
john howard
john howard
Have worked with Bequest on and off for two years and this year invested some money in the Fund. Great customer service and on time payments make for an exceptional experience. If you're looking for an alternative to the stock market, I highly recommend Bequest as a way to diversify, but still get a strong return. It's an inflation fighter in my IRA as well.
Anthony Crecco
Anthony Crecco
Getting into the bequest fund has been a very great opportunity and experience. working with the operators is a pleasure. great job guys! thank you
LEV ABRAMOVICH
LEV ABRAMOVICH
I am 69 years old retiree. I invested a portion of my IRA money into BeQuest fund. Very happy with the fund's management, the way they treat their investors, and of course, performance. Recommend it to my family and friends.

Evergreen Investment Funds

Bequest offers you two investment funds, both designed to harness consistent and predictable monthly passive income for you and your family.

Bequest INCOME Fund

  • Class B Offering – 8% Preferred Return
  • Class C Offering – 9% Preferred Return

Ideal for investors looking for reliable and predictable monthly passive income secured by residential, owner-occupied mortgages throughout the United States. 

Lowest risk option.  

Bequest LEGACY Fund

  • Class A Offering – 11% Preferred Return
  • Class B Offering – 10% Preferred Return

Ideal for investors looking for steady, expected monthly returns but with a bit more diversification across real estate and energy. 

Highest return option.

We’re Here To Help You Every Step Of The Way

FREE POWERFUL TOOL:

GET A FREE COPY OF OUR MOST REQUESTED LIVING FINANCIAL STATEMENT CALCULATOR.

This is a budgeting tool, goal setting tool and accountability partner all wrapped into one!

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