Invest In Your Future
At BOD Capital, we take your security and privacy seriously. That’s why we employ world-class measures to help keep your portfolio safe.
Asset protection is a type of planning intended to protect one’s assets from third parties. Individuals and business entities use asset protection techniques to limit third parties access to certain valuable assets.
Customized Financial Planning & Investing
BOD Capital, offers trust services, financial planning and investment management for individuals, families, employees and institutions. We establish the legal and organizational framework, such as trusts and custody services, to safeguard the assets of our clients.
BOD Capital is dedicated to delivering highly personalized service—and services—that truly embodies the idea that every investor, family, employer, or organization is different. We also recognize that each investor or organization has different goals, needs and concerns. We believe that only through true understanding can a financial advisor help its clients achieve their goals—financial security for individuals, families, and future generations, employees, or the beneficiaries of an organization.
We offer high net worth and institutional investors the opportunity to participate in a wide range of non-traditional investment strategies. We believe that non-traditional strategies are an important part of a sophisticated investor’s portfolio. Utilized properly, alternative investments can provide diversification and may help decrease overall investment risk.
Create a Diverse Portfolio
We are a leader in offering innovative financial solutions, and we believe that investors who receive continuing guidance and services from professional advisers are best equipped to participate in today’s complex financial markets. Our goal is to lower the barriers to alternative strategies by making them easier to understand and to include in investment disciplines when appropriate for suitable investors.
Personal Wealth Management
While you may be able to achieve your financial goals with a portfolio of growth stocks or funds, these investments will likely react in the same manner to any changes in the market. As a result, your portfolio could end up overexposed to market downturns. Alternative investments may provide diversification because they typically seek to have little or no correlation to traditional investments, and offer their own unique risk and return opportunities. By investing your portfolio in a mix of traditional and alternative investments, you can potentially reduce overall portfolio risk and enhance total return.
One Size Fits One
Create a Strategy That Works For YOU
We start with a deeply rooted investment culture and combine that with insightful wealth planning and exemplary service to give you the most thoughtful and comprehensive long-term private wealth management experience possible. Our client relationships are underpinned by the stability, longevity, and alignment of interests created by our partnership structure.
We plan on never stopping to satisfy the needs of our clients. And always pushing to exceed all expectations.
At BOD Capital, our purpose is straightforward: to protect and grow your wealth. Our approach to doing so is what sets us apart.
A team of experts that feel at ease knowing that their work is appreciated by more and more clients.
Our experience has taught us that putting our clients before everything offers us a strong future.
We work hard to ensure the safety of you assets so you don’t have to.
We want to build a long term relationship based on trust and mutual benefit. In BOD Capital, our mission is to earn the honor of being your trusted advisers providing financial solutions that meet mutually beneficial your goals and needs.
Bod Capital has several investment programs available to investors, including separately managed account and mutual fund strategies.
As part of your investment program, Bod Capital also works with you and your Financial Advisor to develop a customized, strategic asset allocation plan to meet your investment needs.
It’s Never Too Early or Late to Start Investing in your Future
We are different from most other private equity firms with a diverse offer that allows investors to choose the program that most closely fits their strategy. We also offer unique tailor-made investment set-ups catered to our investors’ needs and best interests. We strive to create the highest value with a wide range of offerings that are resilient to market changes.
Make the Best Decisions possible
When you need advisory in choosing from: a plain vanilla bank debt, a highly structured project finance debt, leveraged loans, a mezzanine (subordinated debt) finance, or leasing options.
Ensure that your Assets keep Developing
Private Wealth Management (PWM) secures, develops and manages relationships with high-net-worth individuals, their families, family offices and select foundations and endowments.
We make Sure your Assets are Well taken Care off
Protect personal assets from business liability, business partner disputes, lawsuits, judgments and even divorce. We help you start a business, grow your business and protect what’s most important, the personal wealth you accumulate from your success.
"Never depend on single income. Make investments to create a second source."
"To get rich you have to be making money while you're asleep."
"Making money is a hobby that will complement any other hobbies you have, beautifully."
Let Us Help You Take Your Money To New Heights
BOD Capital delivers a comprehensive line of trust services and products to high net worth individuals and families, non-profit organizations, and businesses. This company was established to address the important issues of control and continuity of service, and to facilitate the extension of relationships through inevitable life events.
As your institutional trustee, we help grow and preserve your assets for the future. Our fiduciary services and products complement the wealth of resources available to you through BOD Capital, including asset management and investment services. We can connect you to our experienced professionals, working closely with us to find the right options to meet your unique investment needs and to help achieve your financial objectives. Together, we will develop and implement a plan for your financial future.
With the objective assistance of your Financial Advisor, you make the final selection of investment advisers for your portfolio. Bod Capital closely monitors the advisers to ensure that they continue to meet the standards and objectives for which they were hired. Portfolios are evaluated every day to gauge investment results, and every client has the keys for their personal Portfolio.
Get In Touch
He are here to help you in your way to financial prosperity and safety.