Exclusive Access to Customized Investment Strategies with Private Funds
At FBS Securities, we offer access to a curated selection of private investment opportunities designed to enhance portfolio diversification, target higher returns, and meet the complex goals of qualified investors. Our private fund offerings are rooted in rigorous due diligence, robust structuring, and active oversight—delivered with the transparency and fiduciary care our clients deserve
Why Invest in Private Funds?
Tax Efficiency & Credits – Many private funds, especially those focused on renewable energy and infrastructure, qualify for federal and state tax credits, accelerated depreciation, and other tax incentives that can significantly reduce taxable income and enhance after-tax returns.
Diversification Beyond Public Markets – Private funds allow investors to access alternative asset classes such as private equity, private credit, and real assets, reducing portfolio volatility while unlocking opportunities not typically available in public markets.
Enhanced Return Potential – By investing in niche, high-growth sectors with institutional-quality fund managers, private funds provide opportunities for higher long-term returns than traditional stock and bond investments.
Limited Market Correlation – Unlike publicly traded securities, private funds often have a lower correlation to market cycles, making them valuable tools for portfolio stability and downside protection.
Renewable Energy & Infrastructure
Expanded tax credits make clean energy one of the most rewarding sectors for investors.
The Inflation Reduction Act of 2022 has significantly expanded tax incentives for clean energy investments, making renewable energy one of the most attractive sectors for tax-conscious investors. Key provisions include:
🔹 Investment Tax Credit (ITC): Provides tax credits of up to 30% of the investment cost for qualifying renewable energy projects, including solar, wind, and battery storage.
🔹 Production Tax Credit (PTC): Offers tax benefits based on the energy output of renewable energy projects, creating potential long-term revenue streams.
🔹 Accelerated Depreciation: Allows investors to write off substantial portions of their investment upfront, lowering taxable income and maximizing after-tax returns.
By allocating capital to strategically selected private funds that leverage these incentives, our clients can optimize their tax position while supporting the transition to a more sustainable future.
Opportunity Zone Funds (OZFs)
Invest in Uplifting Communities & pay less in taxes
OZFs offer powerful tax incentives for reinvesting capital gains:
- Deferral of capital gains until 2026
- Tax-free appreciation if held for 10+ years
- Sheltered income through depreciation from real estate projects
OZFs combine social impact with tax-smart investing. Our team identifies quality fund managers and handles all communication to ensure seamless execution.
Delaware Statutory Trusts (DSTs)
Own Institutional Real Estate Without the Headaches
DSTs are ideal for 1031 exchanges, offering:
- Full tax deferral on real estate capital gains
- Truly passive income from institutional-grade properties
- Tax-sheltered cash flow via depreciation
Investors gain real estate exposure without the operational headaches. We help select DSTs aligned with your goals, income needs, and timeline.
Why FBS?
Powered by Strategic Partners
Through our strategic partnership with iCapital, Halo, and other fintech platforms for alternative investments, as well as other top-tier fund managers.
Due Diligence Process
Manager pedigree and track record. Strategy coherence and risk framework. Liquidity terms and fund structure. Legal, operational, and compliance review.
Transparency and Control
Clear documentation of risks, fees, and liquidity. Open communication and regular updates.
Transparent Fee Structure
0 – $2.1 million Investment
1.5%
Recurring annual Fee
Equity management
Fixed income Management
Free Financial planning
Access to private market
investment planning
10 hours of expert financial advise
more than $2.1 million Investment
1%
Recurring annual Fee
Equity management
Fixed income Management
Structured note management
Free Financial planning
Access to private market
investment planning
10 hours of expert financial advise
Seeking to enhance returns, diversify risk, or optimize tax efficiency?
Our team is dedicated to identifying private funds can strengthen your investment portfolio