Tag Archives: Preferred

Bluestone America Opens Preferred Wealth Center

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Los Angeles (PRWEB) February 3, 2010

Bluestone continues to meet the needs of investors and entrepreneurs by expanding its firm with the addition and opening of the Preferred Wealth Center, on April 9, 2009. This new conglomerate contains the companys five operations which include Bluestone America, Bluestone Wealth Management, Preferred Wealth LP, Bluestone Holdings, and the Bluestone People Foundation. The intent of this collective grouping will be to make all areas of Bluestones core more accessible to the large and small investor and/or entrepreneur.

Bluestone America, Inc. specializes in asset management, asset based project securitization, funding and alternative funds acquisition and its corporate headquarters are based both in the U.S. and offshore. Bluestones Wealth Management division is committed to examining all options for ones future through careful coordination and review of insurance and investment portfolios, business and securities services, risk management and retirement strategies. Bluestones Preferred Wealth, LP is an investment opportunity that aims to be the new standard for the next generations debt investments for securitized investments. Preferred Wealth provides the alternative strategy accessing debt and equity through a variety of securities exchanges. This is done through the use of Longevity Asset Instruments which allow investors debt investments to be backed by a 5:1 securitization of the investors investment.

While faced with the difficulty of dealing with a market correction in commercial real estate not seen in years, Bluestone Holdings has managed to provide alternative funding strategies for short term and long term growth for the economy as well as the possibility of building an important profit margin within the Bluestone America company. Bluestones People Foundation is a place of advancement and progress for entrepreneurial and creative businesses to secure capital for long term growth that will have great influence in economies, both, locally and globally. Bluestone People Foundation acts as a guide in offering advice to entrepreneurs based in market penetration, capital acquisition and financial structures. Beneficiaries of the foundation fall under non-profit and traditional organizations.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info@BluestoneAmericaInc.Com

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Bluestone America Announces The Offering of Its Preferred Wealth PPM

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Los Angeles, CA (PRWEB) February 18, 2010

On April 9, 2009, Bluestone America announced the initial release of its Preferred Wealth PPM offering. This PPM is projected to be the cutting edge standard setter for future debt and securitized investments and it is our goal to make this available to all institutional and accredited investors. Bluestone America intends for its Preferred Wealth PPM to be a key player in providing instruments which command high ratio securitization of debt for all global markets.

The new PPMs advantages include No volatility and No market risk as the investment is not tied to any stock, bond, mutual fund or any other deterring market factors that may come in to play. The PPM has a minimum 5:1 Securitization ratio where every investors dollar is backed by Longevity Assets equaling 5 dollars. The current fixed rate of return on the instrument falls between nine and twelve percent (9-12%) per annum coupon rate. Required is an initial minimum contractual period of twelve (12) months with the option to extend that contract for additional periods.

If the investors choose, they may fund their investment through the use of their existing qualified retirement plan. There are no early withdrawal fees and investors can rest assured that the retirement funds are controlled by a qualified custodian. Management fees are increasingly lower for each successive year of participation. Historically, managed Longevity Asset ownership has seen a double-digit rate of return the past sixteen years.

The investing strategy of this new PPM is a buy and hold to maturity of a diversified portfolio of United States based life insurance policies called Longevity Assets. The monitoring of specific areas of individual insurance companies such as exposure to, credit rating classes, individual insured persons and classes of health impairments, helps us to achieve the diversification that is needed for the fund.

The Preferred Wealth PPM offers two different debt instruments to potential investors. The first is the Traditional Program and embodies one revenue stream which is a fixed return of nine (9%) to twelve percent (12%) per annum as a gross coupon rate with a three percent (3%) Management Fee. The second program is The Deferred Dividend Program which allows the compounding of the investment, delivering a substantial increase in the projected Annualized Net Rate of Return.

The new PPM will give financial advisors and fund managers an opportunity to present all possible risks to the investor and how this private placement has overcome each of them with simple historical actuarial data. There are no derivative factors at work here, states Charles Nam, CEO of Bluestone America. For too many years we have had to direct our clients into unsure and risky investments or safe investments with very poor returns. The Preferred Wealth PPM is a product you can feel good about directing your client into.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info (at) BluestoneAmericaInc (dot) com

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Related Securitization Press Releases

Charles Nam Announces Bluestone Wealth Management to be incorporated as part of Bluestone Preferred Wealth Center

Posted on by

Los Angeles, CA (PRWEB) March 20, 2010

Charles Nam, CEO of Bluestone America, announces the expansion of the Bluestone Preferred Wealth center to include Wealth Management & Insurance Services. Bluestone Wealth management was created in 2005 and offers financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Investment services offered through Bluestone Wealth Management & Insurance Services include many investment programs such as private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs.

Bluestone Preferred Wealth Center. The announcement was made by CEO of Bluestone America, Inc., Charles Nam who is also the founder of the Bluestone Preferred Wealth Center. Bluestone Wealth Center specializes in asset management, securitization, alternative funding and new asset class. It now encompasses five different divisions with the addition of Bluestone Wealth Management and Insurance Services, Inc. with the other divisions being Bluestone America, Preferred Wealth LP, Bluestone Holdings, and Bluestone People Foundation.

“The integration of Bluestone Wealth Management & Insurance Services into the Preferred Wealth Center, will allow access to other branches of the Bluestone Corporation and make a vast array of options much more accessible to the client and/or investor,” said Charles Nam. “We are excited to watch all areas of our company connect under one roof. To make the most of the clients financial goals and objectives, we focus on the aspects a customer values to help them make the most of their resources.

It would be beneficial for any individual or investor looking for long term protection to shield themselves in this tumultuous financial cycle due to current and unforeseen events. Our wealth management services are designed to create a sustainable secure portfolio and our insurance services compliment the portfolio with individual and business protection, not only financially but in terms of ones well being., said William Soady President of Bluestone America, Inc.

Bluestone Wealth Management, created in 2005 by Mr. Nam, was designed to offer services to assist high net worth clients and investors alike with the desire to aggregate wealth as well as conserve capital. The company is a provider of an array of specialized and proprietary financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Mr. Nams unique planning and techniques allow him to specialize in a number of tax deferred, qualified and non-qualified programs, wealth accumulation and asset allocation. Mr. Nam expanded his operations in 2008 creating Bluestone America, Inc. to act as the general partner with Preferred Wealth LP which manages private equity funds utilizing Longevity Asset Fund portfolios. Mr. Nams incentive is to provide project funding for these portfolios.

Bluestone Wealth Management, Inc. is a service dedicated to assessing ones financial objectives including review of insurance, investment portfolios, income and liquidity needs. The division is designed to examine all of ones options through careful coordination in seeking out the right strategy and to utilize that strategy effectively. The services offered are a range of products and services which adapt to an investors goals and expectations.

Investment services offered through Bluestone Wealth Management & Insurance Services include many investment programs such as private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs. The company offers guidance in familiarizing a client with their investment strategy and portfolio while monitoring their situation as it evolves.

Annuities offered have become more desirable due to the fact that people are now living longer, where in turn, more money will be allocated and spent during retirement. A tax-deferred investment for a guaranteed stream of income for a certain number of years or for life, may be worth considering. Bluestone Wealth Management advisors create customized trusts designed for estate planning.

About Bluestone America

Bluestone America is a conglomerate of United States and offshore-based corporations whose focus is asset management, asset based project securitization funding and acquisition of alternative funds. The members of the management and advisory boards of the Bluestone group of companies have broad based expertise in financial business development and banking in the Middle East, United States, South Korea, Brazil, Taiwan, Hong Kong, China and other key international financial and business centers.

Bluestones management and advisory board members are multi-cultural representing Asia, South America, North America, Africa and the Middle East. Bluestone America has developed various methods of securitizing asset based long-term real estate development projects using Non-Correlated Longevity Assets. These methods and techniques are proprietary intellectual properties developed and owned by Bluestone America.

For more information on Bluestone America:

Info(at)BluestoneAmericaInc(dot)Com

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SFG Finance Names PassTime USA its Preferred Vendor

Posted on by

Arlington, TX (PRWEB) February 03, 2012

SFG Finance LLC (http://www.sfgfinance.com), a purchaser of auto paper from BHPH dealers, new car franchise dealers, finance companies, banks and credit unions, today named PassTime USA (http://www.passtimeusa.com), the industry leader in high-tech GPS tracking and Automated Collection Technology solutions as its preferred vendor for its loan purchasing programs.

SFG Finance recently launched a new loyalty program to help dealers thrive in todays competitive environment by utilizing top companies in the industry that are the best at what they do. The program provides a real value-add and we are delighted to have an industry leader such as PassTime USA be associated with our program, said SFG Finance COO Henry Gonzalez.

SFG Finances National Subprime Loan Portfolio Program purchases performing vehicle loans, providing needed capital and allowing dealers to achieve greater liquidity in their business ventures. Additionally, sellers of portfolios will be provided a credit toward the purchase of PassTime devices. We feel by helping a dealer purchase an item they need, and are already using, we add value to their bottom line, Gonzalez stated.

PassTime USA offers GPS tracking and its own Automated Collection Technology (ACT) solutions to its customers in the BHPH and subprime finance industry. Its wide range of products and services, superior 24/7 live customer support, and industry expertise provide customers with a complete package for protecting their assets and managing their portfolios.

“We are very excited about being selected as SFGs preferred vendor for their new program,” said Jake Frank, co-founder of PassTime. “The ability to provide access to a company that specializes in buying BHPH portfolios is another valuable addition to the array of solutions we provide our customers.

SFG Finances recently launched program purchases existing near prime, subprime, and BHPH auto loan portfolios from franchised and independent auto dealers, as well as finance companies. Portfolio sizes range from $ 500,000 to $ 150 million, are held on the balance sheet and serviced internally.

The program is highly efficient with a seven to ten day total turnaround from analysis to closing, and will target accounts with as little as 30 day seasoning. Since its inception SFG Finance has actively purchased and closed portfolios from dealers and finance companies in more than 30 states.

Funding for the program is made possible by SFGs parent bank, with the additional advantage of a more stable cost of funds and without the need to securitize. SFG Finance offers complete transparency and up-front pricing based upon its superior analytics. A due diligence team will evaluate all loans in order to maximize the selling dealers return without interrupting the dealerships existing business, ensuring a seamless transition.

About SFG Finance:

SFG Finances tagline is: Turning Paper into Profit One Relationship at a Time. The company is an active purchaser of auto finance receivables and its executive management team has over 75 years of combined industry experience. It is a wholly owned affiliate of Southside Bank, one of the nations largest independent banks with $ 3.2 Billion in assets. SFG Finance buys sub-prime through near prime auto paper, servicing released, from banks, credit unions, auto dealers, and other financial institutions nationwide. The companys aggressive pricing and experience across all credit spectrums make it an industry leader. For more information visit: http://www.sfgfinance.com or call: 866-590-7734.

Media Contact:

William Donnelly

817-635-5127

About PassTime

Headquartered in Littleton, Colorado, PassTime was founded in 1992; the PassTime Suite of Products is designed to improve customer payment performance and reduce default and repossession risks. In 1997, PassTime created its first Automated Collections Technology product. Over the next several years, a Suite of Products evolved that offer GPS tracking, wireless, and Automated Collection Technology products and services designed to meet the needs of a highly diverse industry of car dealers and special finance companies. PassTime solutions facilitate higher rates of return on financing based upon improved customer payment performance. PassTime prides itself on a 24/7 Customer Care Support Center for partners, lenders, dealerships, and end-user customers. Over the past decade, PassTime has sustained industry leadership with its innovative products and services. For more information about PassTime, please visit http://www.passtimeusa.com or call 877-PASSTIME. Contact Jeff Karg, director of corporate communications at jkarg(at)passtimeusa(dot)com.

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