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Annuit Coeptis Wealth Management

Goals-Based Investment Strategy
 

Your vision is the foundation for customized portfolios comprising passive and active solutions, with access to public and private markets.

Private Markets

  • Institutional-quality opportunities

  • Managed & direct investment solutions

  • Illiquidity premium capturing

  • Attractive yield opportunities

  • Risk mitigators

 

We strive to align your vision with our strategy to meet your goals for:

  • Lifetime Capital Needs: Seeks to ensure financial independence. Maintain your lifestyle, family expenses, and liquidity reserve.

  • Wealth Surplus: Designed for lifestyle enhancement, discretionary spending, wealth transfer, community and philanthropy.

  • Your Next Venture: Focused on unique investments, exponential and disruptive technologies, and business growth.

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AnnuitBank Coming Soon

 Private Investments for UHNW / UNW Clients
Our Philosophy
Transparency I Trust I Triumph

Bloomberg LEI: 254900TDZUYSHBSW4L75

We Build Future

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Send Us a Message

Voice: +1  (312) 324-4349

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Zero Tolerance - Anti-money laundering (AML) Compliance.

AML regulations are designed to detect and prevent the flow of funds from illegal activities. They often involve tracking large, unusual, or suspicious transactions that could be associated with money laundering. Our goal is to ensure our clients' funds are protected from criminal activity. We monitor all transactions and alert our clients if any unusual activity is detected. We also engage certified third-party AI (artificial intelligence) tools and professional teams of compliance experts to review our client's records and ensure that all transactions are conducted in accordance with AML regulations. We take our AML responsibilities seriously and strive to ensure our clients' funds are secure and protected from criminal activity. Our compliance team works hard to ensure our clients are in compliance with the latest AML regulations and are diligent in monitoring our clients' activities. We also provide our clients with educational materials and resources to help them understand the importance of adhering to AML regulations and how to prevent money laundering. We are committed to maintaining a safe and secure platform for our client's financial transactions and will continue to strengthen our AML efforts.

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