Why Lifetrade

Why Lifetrade

The management of The Lifetrade Fund is totally committed to transparency and quality.

We believe that the key reasons why a prospective life settlements investor should choose The Lifetrade Fund are:

Long Term Capital Appreciation

  • The fund pursues a “buy and hold” strategy, achieving long-term capital appreciation by purchasing securities backed by life settlements.
  • An investment in The Lifetrade Fund can be particularly suitable for pension funds and private wealth portfolios since they can achieve attractive risk-adjusted returns.
  • Over 90 policy maturities since inception with no difficulty in achieving full collection.

Transparent Structure

  • The management of The Lifetrade Fund is committed to providing its investors with quality and transparency.
  • The Fund invests through securities in a diversified portfolio of life settlements issued by investment grade U.S. insurance companies.
  • The Lifetrade Fund provides its investors with a level of integrity second to none. This includes independent verification of all policy acquisition documentation and full compliance with all insurance regulations.
  • The Lifetrade Fund currently holds notes of a seasoned, diversified portfolio of policies from more than 50 distinct insurance companies – click here to view more information on our Fund Factsheets.

Independent Service Providers

The Lifetrade Fund has retained the most reputable and professional independent service providers to provide the highest degree of autonomous review and control:

1. Wells Fargo Bank handles all custody and verification matters and safeguards the actual policies.
2. FCIB handles all operational matters for the Fund, including subscriptions and redemptions.
3. Equity Trust Company (Curacao), serves as an independent co-manager of the Fund.
4. AVS Servicing (i) ensures the policies have a minimum of three months of premiums, (ii) tracks the insured and (iii) processes all details of claiming the benefit upon the death of the insured.
5. 21st Services provides backup servicing.
6. KPMG has audited the Fund since inception.
7. HBM Fund Services is the Fund administrator.

For additional information, see Service Providers.

Seasoned and Experienced Management

  • The Lifetrade Fund is managed by Lifetrade Management Company, LLC (“LMC”). LMC is part of the AVS Group. The AVS Group is a premier provider of longevity related products and services. Learn more about AVS Group.
  • LMC is a premier and highly experienced asset manager in the industry with over seven years of valuable experience successfully running The Lifetrade Fund.
  • Sales Team: Click here to learn more about our Sales Team.