Looking for answers? Click any question below to expand the full response. If you don't see what you're looking for, contact us and we'll be happy to help.
The Grand Vision Cash Flow Fund was built to solve one massive problem: "Too many retirees are living in fear of running out of money."
Wall Street doesn't provide certainty. Annuities lack flexibility. Savings accounts pay nothing. And inflation punishes cash hoarders. Our GV Cash Flow Fund offers a better solution: predictable, tax-advantaged monthly income from a secured, private fixed-income product.
We are backed by Grand Vision Family Office and Grand Vision Capital Group, and specialize in serving accredited investors — primarily retirees and family stewards who care deeply about security, certainty, and legacy.
At Grand Vision, we believe in transparency. While our fund offers stable, fixed, asset-backed returns, it is not the right fit for every investor.
The GV Cash Flow Fund may NOT be a good fit if:
However, if you're looking for predictable, worry-free income that isn't tied to market volatility, our cash flow fund may be an excellent fit.
The GV Cash Flow Fund was designed for those who prioritize stability, income, and legacy. It's especially ideal for people in one of these three categories:
The Retiree (or Near-Retiree)
The High-Income Professional (e.g. Physician)
The Legacy-Minded Investor
Most investors are used to seeing their portfolios rise and fall with the market, so a consistent return might feel unusual. Here's why the GV Cash Flow Fund works differently:
Yes! Grand Vision is fully registered with the BBB® and maintains a stellar A rating. This reflects our unwavering commitment to transparency, investor protection, reliability, and trust.
The process of investing is simple! When you're ready, give our Funding Manager a call at (515) 400-3013 to get started. Before investing, we'll confirm that you are an Accredited Investor as part of the process.
Or, if you'd prefer to get started online, click here to see if you qualify →
An accredited investor, as defined by the SEC under Regulation D, refers to individuals or entities that meet specific financial criteria — enabling them to invest in unregistered, private securities such as the GV Cash Flow Fund. You must meet one or more of the following:
1. Net Worth — Net worth exceeding $1 million, either alone or jointly with a spouse, excluding the value of your primary residence.
2. Income — Annual income of $200,000 (or $300,000 jointly) in each of the last two years, with a reasonable expectation of the same in the current year.
3. Knowledge-Based Qualification — Holds certain professional certifications recognized by the SEC, such as a Series 7, Series 65, or Series 82 license.
4. Knowledge-Based Employment — A knowledgeable employee of a private fund, such as an executive, director, or trustee.
Yes! There are two ways to invest using your retirement funds:
1. Withdraw funds personally — You can withdraw from your retirement account and invest as an individual, LLC, or trust. Depending on your age, there may be tax considerations.
2. Invest directly from your retirement account — Certain retirement accounts allow you to hold private assets. Our team can guide you through the process to ensure compliance and ease of investment.
This means you don't have to rely solely on traditional market-based investments within your retirement plan. Contact us to learn more.
There are three big reasons why private assets might be new to you:
1. You may not have qualified before — Private investments are only available to accredited investors. Before retirement, many investors don't qualify. But after decades of saving, you now have access to opportunities that weren't available before.
2. Many advisors don't have the right licensing — Private assets require specific FINRA licensing, which many financial advisors don't hold. Most advisors stick to what they're authorized to sell — which is often public stocks and bonds.
3. The financial industry doesn't prioritize private investments — Many firms profit more from selling traditional public bonds and mutual funds. The 2012 JOBS Act expanded access to private investments, but they are still not widely marketed to everyday investors.
As you approach retirement, you're often advised to move away from the volatility of stocks toward more stable investments like bonds. But here's the problem:
Private secured assets are different:
The GV Cash Flow Fund was designed to relieve you of any tax consequences associated with your investment. This benefit allows investors to receive a refund check at the end of the year, reimbursing taxes paid on their income — without sacrificing returns.
This unique feature highlights how our fund is specifically created to address the distinct needs of retirees.
The GV Cash Flow Fund is not tied to stock markets, currency markets, or public bond markets — meaning that the volatility you see in the headlines does not affect your monthly payments.
Economic downturns create market panic, but our fund was designed intentionally to remain steady, reliable, and unaffected by Wall Street volatility. Your monthly distributions continue exactly as scheduled.
That's what makes secured assets a powerful financial safeguard in any economy.
As your 5-year term nears maturity, Grand Vision will notify you well in advance and provide guidance on your available options:
With the GV Cash Flow Fund, you can structure your investment so that your heirs receive steady, reliable income — rather than a lump sum that could be mismanaged or quickly depleted.
If you didn't find the answer you were looking for — or you're ready to take the next step — our Funding Manager is here to help. No pressure, no obligation. Just clear, honest answers about whether the GV Cash Flow Fund is right for your retirement.
Contact Us