Cromwell & Berkeley
Sale of
Shares
Fixed interest rate for the first 5/10 years of the security, and interest subject to market conditions for the time remaining for the security to reach maturity.
Equity
Value
Investor can choose size of equity value to be secured. You only have to pay the one-time premium incurred for the delivery of the security.
Vacation
Ownership
Investors can choose from a wide range of vacation ownerships worldwide to suit your needs. (Subject to availability and market conditions)
Invest like
an Expert
Our portfolios guarantee the payment of the original investment including the payment of the interest over the time.
Professional Advisor
Service
we understand that each client requires tailor-made solutions, which is why we make a personalized profiles
Investment
Portfolios
We specialize in finding investment opportunities and banks that carry out their operations to and from other countries.
Our Company
Our company was born to provide financial advise to family and friends, faced with the need for financial security to deal with the constant economic changes of the time. In 1999, we joined the different insurance brokers to offer additional services that would allow them some security before a catastrophic event. Cromwell & Berkeley has become a global entity, offering financial services with broad portfolios that allow diversifying and minimizing risks to our clients.
At this time, we have expanded the experience of financing the purchase of properties in a traditional way, as well as designing specific products that allow owners, the opportunity to ensure 100% return on their investment in a fixed term.
At this time, we have expanded the experience of financing the purchase of properties in a traditional way, as well as designing specific products that allow owners, the opportunity to ensure 100% return on their investment in a fixed term.
Cromwell & Berkeley offers a monitoring platform, which allows our clients to monitor their portfolio online in order to make all investment decisions in real time without our active and continuous advice. We call this: “Total Control” of your investments.
Professional Advisor Service
In Cromwell & Berkeley we understand that each client requires tailor-made solutions, which is why we make a personalized profile requesting certain information regarding their current financial needs, specifying amounts, investment ceilings, risk tolerance, and liquidity needs in the short and medium time.
As professionals, we recommend investment strategies and the necessary changes required in the portfolios for the highest security and performance of our clients.
Our experience has helped us to design different profiles for those clients who like to participate actively in the decision-making process.
Feel free to contact us, our agents will assist you.
Wow, it’s amazing the quality and experience that you guys offered me with each service, I have had one of the best experiences, thank you very much.
Request a Call back
Investment Portfolios
Premium Deferred Securities
Vision and Mission
Cromwell & Berkeley offers a monitoring platform, which allows our clients to monitor their portfolio online in order to make all investment decisions in real time without our active and continuous advice. We call this: “Total Control” of your investments.
Our strategy is based in our long term vision. We handle every client like the first and last by working side by side with you to achieve your long term financial security. And, with products like the deferred annuity linked to a vacation membership, creating that game plan and taking that first step into investing in your retirement just got easier.
Do you make a commission on this transaction?
No. Any profit over the guaranteed 5.9% fixed interest period is our profit. Any money that your investment returns during the adjustable interest period that is over the interest will be our profit.
What are the advantages of having an offshore annuity?
There are several advantages of purchasing an offshore annuity: Investment diversification, asset protection, and tax minimization
- Foreign annuities expand your investment portfolio by giving you access to investments not available to U.S. investors
- Once funds are sent to an annuity company, the funds are no longer subject to US jurisdiction and are therefore protected assets. Creditors cannot pursue this asset since foreign jurisdictions do not recognize U.S. court judgments
- Since foreign annuities are not reportable, they are not taxable
How does my resort benefit from this program?
This program is designed to recover your investment adding value to your vacation purchase while improving the resort´s member retention rate, thus making the memberships easier to sell.
What is the next step after I have purchased the annuity?
As soon as your investment is received, it is deposited into a collective fund made up of several different investments in order to guarantee the interest during the fixed rate period and is continuously monitored, ensuring the maximum profit during the adjustable rate period. At the same time, you will receive your welcome package.