Capital,
deployed with conviction.
AMERICAN RE TAX INVESTMENTS LLC invests as principal in tax liens, mineral and oil royalties, mortgages, and financial contracts — and advises, manages, and administers funds, trusts, and portfolios for clients who want a fiduciary on the other side of the table.
Four desks, one standard.
The firm is organized like a trading floor — each desk owns a mandate, a method, and a measure of accountability.
Principal Investing
We deal for our own account: tax liens, mineral and oil royalties and leases, mortgages, securities speculation, and venture positions. Our capital, our risk, our returns.
Investment Advisory
Customized financial planning and investment advice on a client-paid fee basis — certified financial planning, investment counseling, and portfolio construction.
Fund & Portfolio Management
Management of investment funds, mutual funds, private equity and pension funds, and personal investment trusts — disciplined allocation under written mandate.
Trust & Fiduciary Services
Nondepository trust company services: estate administration, escrow agency, securities custody, transfer agency, and securities-holders' protective services.
Where the capital sits.
Two sides of the ledger, one discipline.
As principal, we put our own capital behind the thesis — tax liens, royalty streams, mortgage paper, venture positions. As adviser and fiduciary, we manage other people's capital under written mandates, transparent fees, and documented duty.
The desks share one research process and one rule: if we wouldn't hold it ourselves, we don't recommend it to clients.
Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security, lien, royalty, or financial instrument. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Advisory and fiduciary services are provided only under written agreement.
Put us on your side of the table.
Whether the mandate is principal dealing, customized advice, fund management, or trust administration — the first step is a conversation.
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