the575 Investment Fund
Simple Fixed Rate, Fixed Term Fund
About the575 Investment Fund
the575 Fund by deeproot Funds offers hybrid Preferred Equity Class C Shares, backed by insurance policies and affiliates, with a 5 year term, and choice of 35% lump sum return (i.e. 7% internal simple deferred per annum growth), or 5% annualized periodic (monthly) payments. the575 also features a large account bonus option.
Current Enhancements
We are offering the following enhancements for accounts $200,000 or higher. Contact us for details and qualifications.
  • Minimum investment is $50,000. Minimum investment for enhancements is $200,000
  • Non-Qualified or Qualified (IRA) Accounts from $200,000 to $499,999: a 2% increase per annum growth or income (i.e. 7% Periodic Income, or 9% simple deferred growth)
  • Non-Qualified or Qualified (IRA) Accounts $500,000 or higher: a 3% increase per annum growth or income (i.e. 8% Periodic Income, or 10% simple deferred growth)
  • Wind-up Bonus
    • 575 Deferred Accounts $200k -$499k get a 5% wind-up bonus
    • 575 Periodic Accounts $350k - $499k get a 5% wind-up bonus
    • Accounts $500k or over get a 10% windup bonus; a 5% increase over the standard 5%
The Fine Print
  • Returns are simple interest based on your initial principal and election.
  • Base returns without enhancements are:
    • PERIODIC - Base monthly income at 5% per annum interest for 5 years; or
    • DEFERRED - Base annual deferred growth at 7% per annum simple interest for 5 years
  • A wind-up bonus does not earn or pay growth during the 5 year term and is credited upon maturity.
  • At the end of 5 years you will receive principal and all accrued but unpaid growth.
  • The575 invests in several asset classes. Safe institutional life policies are the primary underlying asset, along with secondary allocations in other assets.
  • Please refer to the PPM for all term, risks, and guarantees.
  • ARP restrictions and limitations apply.
  • All investments, including the575, carry certain risks and potential risk of loss of principal. Stated returns are not indicative of future performance. See PPM for risk factors and other disclosures.
Get Started

Contact us at 888-519-9416 for a free consultation.

Visit us at deeproot Funds for general information.

Schedule a private online "My Webinar for Investors".

Submit an online request for an Investor Packet.

© 2019 deeproot Funds, LLC. All rights reserved. the575 is a trademark for the deeproot 575 Fund, LLC, and available as a Form D Reg 506(c). Accredited Investor qualification and suitability review will be required. Nothing herein is intended to be a solicitation or offer to buy an investment; of which such may only be subscribed to after receiving all marketing materials, the PPM, and submitting an approved Application and Subscription Agreement. Only available to qualified residents of the United States. Not available in all States. Not insured by FDIC. Principal office in San Antonio, Texas.