Invest with Confidence
INVESTING FOR THE FUTURE, FOR YOU, FOR THE NEXT GENERATION, FOR WEALTH CREATION
INVESTING FOR THE FUTURE, FOR YOU, FOR THE NEXT GENERATION, FOR WEALTH CREATION
Investing is an art form; a technical objective, a resource allocation, an accounting challenge and always a risk. Some will tell you there is a science to investing, a sort of knowing, like a future-sight into all things fiscal….and maybe there is. Before now, one thing we knew for certain, is that if you wanted to make it big in investing, you needed to start with a lot of liquid cash…which most do not have. So as investors, we work with our retirement accounts & our small investments and we hope for the best. But there is more, much more.
Black Bison Trading Company will provide that “more” that will help you create generational wealth. Focusing on the investor that can begin with $25K to invest and wants to ensure a very low risk factor. We will open up the private equity and venture capital asset, investment class opportunities to you, the regular investor, the eager investor.
At the core of what we do, is a type of investment group called, a Pooled Investment. A Pool of 3 million dollars (USD) will be created as investors join the Pool. That 3 million dollars will be held in a blocked account, untouched, so the Principal is never at risk. This, while gaining interest that typically only a large investment account can achieve.
Each Pool, will be used as a POF, Proof of Funds, for high-return arbitrage and investment leveraging opportunities. The Pool, will have a 2-year hold on the Investment, with a 60-day liquidity, upon request.
Each Pool will have equity positions in growth organizations and private non-public companies. The ROI will be discussed with each investor. This overview is designed to start that conversation.
Protection of Principal is key. Liquidity is necessary and Rate of Return should be at its highest. These are our targets. The ability to leverage a large account for the betterment of Pooled Investors will provide these items. In relation to the Invested amount:
Karol Widemon Montgomery is an attorney, licensed by the State of California, and worked for the State for more than 31 years.
Her responsibility included being appointed a Deputy Director of a division which she managed for more than three years, during which time she managed a budget of more than three billion dollars each year.
During much of her career with the State of California, she took an interest in entrepreneurship, and began exploring different business models. She developed and assisted in developing a number of business ventures on behalf of different partners. She was liaison in putting the right people together to develop the right partnerships and corporations.
She has acted as the administrator of several businesses and assisted in ensuring timely delivery of services and payments.
Based upon her experience, knowledge and education, Ms. Montgomery brings her skills, resources and knowledge to Black Bison Trading Company.
TBD, Deal Flow and Strategy
CPA and Compliance TBD
TBD, Senior Director of Special Projects
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It is never too early, nor too late, to get started on creating generational wealth. Please tell us more about your goals, and we will help you get started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment