Built like a balance sheet.
Two sides, always in balance: what we own as principal, and what we owe as fiduciary. AMERICAN RE TAX INVESTMENTS LLC was organized to hold both to the same standard.
Why the firm exists.
Most firms choose a side: they either trade their own book or tend other people's. We built AMERICAN RE TAX INVESTMENTS LLC to do both — and to let each discipline sharpen the other.
The principal desk deals in instruments most investors never touch directly: tax lien certificates, mineral and oil royalties, mortgage paper, venture positions, and viatical settlements. That hands-on dealing informs the advice, the fund management, and the trust administration we deliver to clients.
The firm is headquartered at 915 Doyle Rd, Suite 303, Deltona, Florida — positioned between the Orlando and Daytona corridors.
How we operate.
Skin in the Game
Our principal desk trades the same markets we advise on. Conviction is measured by what we'll hold ourselves — not what we'll sell.
Fees in Daylight
Advisory engagements are customized and client-paid. Compensation is written into the agreement before work begins — no embedded commissions.
Written Mandates
Every fund, portfolio, trust, or estate we administer runs on a documented mandate: objectives, constraints, reporting, and termination terms.
Fiduciary Posture
Where we act as agent, custodian, escrowee, or trustee, the client's interest is the only interest on our side of the ledger.
Registered scope.
The firm's practice lines span principal investing in financial contracts, investment clubs, mineral and oil royalty and lease dealing, mortgage dealing, securities speculation for own account, tax lien dealing, venture capital, and viatical settlements.
Client-side lines include customized fee-based financial planning and investment advice; investment, mutual fund, pension, private equity, and portfolio management; personal investment trust management and administration; estate administration; escrow and fiduciary agency; securities custody; stock and securities transfer agency; securities holders' protective services; stock quotation services; deposit, oil and gas lease broking; crowdfunding raise administration; and clearinghouse coordination for securities, commodities, and virtual-currency exchanges.
Meet the firm.
A short call is enough to determine which desk fits your objective.
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