Worth Investment Group is structured as a diversified and HIGHLY TRANSPARENT private holding company focused on acquiring and building well-established, highly profitable manufacturing and distribution companies with valuations between $4 and $20 million. Worth Investment Group offers Accredited Investors the unique opportunity to participate in a diversified portfolio of growth opportunistic businesses that allow investors to realize consistent income and capital appreciation, tax advantages and no correlation to the stock market or other similar indices. This private equity investment is eligible for placement within an IRA and select 401k models, ask us for details.
Worth Investment Group, LLC has several key characteristics that set our investment apart from the typical direct investment model, including:
- For Accredited Investors Only (please contact us for minimum investment)
- Seasoned Management Team (10+ years experience)
- Complete Financial & Operational Transparency
- No Oil & Gas or Commercial / Residential Real Estate exposure
- No Venture Capital, Start-ups, Turnarounds or Distressed Company exposure
- Capital Contributions from the Manager and Advisory Board Members
- Third-party annual audits and quarterly reports
- Investor servicing administered by US Bancorp
- Optional redemption program after one (1) year lock-up
- Worth Investments only purchases Majority Control (80% +) in subsidiary companies
- Low Senior Leverage Limitation at the operating company level, ZERO at the holding company level
For more information, or to sign-up for one of our weekly webinars, please contact
Jason Adams at firstname.lastname@example.org or (239) 898-9807. Sign up for our newsletter below.