Cashflow Fund
Institutional income, simplified for accredited investors.
Liquidity
12 Months
Minimum Investment
$50,000
Return
Fixed 10%
Interest Payment Schedule
Monthly
Risk Profile
Low
Investor Profile
Accredited
What's in it for
Accredited Investors
The WMG Cash Flow Fund is built for accredited investors who want dependable income without monitoring markets, chasing deals, or managing day-to-day decisions.
The fund is structured where capital protection is not dependent on optimism, but rather supported by process, oversight, and risk discipline. We do not build around speculative spikes or illiquid bets. We build around consistency, control, and income designed to support real life. The result is passive income with less noise. And more freedom to live, build, and create from a position of financial breathing room.
A Clear Path to
Monthly Cashflow
No day-to-day management. No market timing. Just structured income deposited to your account every month.
01
You Invest
Accredited investors contribute capital to the WMG Cashflow Fund, alongside our own capital. We invest in the same fund, on the same terms, from day one.
02
We Deploy
We deploy pooled capital through institutional lending platforms like Vontive, originating short- to medium-term real estate-backed loans with LTV under 70% and institutional-grade underwriting.
03
You Get Paid
10% annualized, paid directly to your account every single month. Not at exit. Not after a lockup. Monthly, beginning approximately 60–90 days after your capital is deployed.
Everything You Need to Know Upfront
No fine print surprises. No hidden fees. Here's exactly what you're getting.
$50,000 Minimum Investment for Accredited Investors
Institutional-grade private credit access starting at $50,000.
No multi-million minimums. No broker required. Direct participation in the same structure institutions use.
10% Return
With a target income profile of 10% annually, paid monthly, the fund is structured to generate income from defined loan terms rather than the daily volatility of public markets.
Liquidity 12-Months
A middle ground between idle cash and locked-up capital. We aim to preserve income potential without sacrificing flexibility. After 12 months, investors may submit withdrawal requests with 60 days’ notice, subject to fund terms.
Structure Alignment-First
We invest our own capital in the fund and earn the same interest as investors, which allows us to pool capital into institutional allocations without relying on traditional fee models.
No Fees
Our compensation is built into the arbitrage, not layered on top as fee. If the fund doesn't perform above your 10%, we don't get paid.
Start Your Wealth Mission Here
STEP 1:
Fill out the form
STEP 2:
Set alignment call
STEP 3:
PPM signing
STEP 4:
Get paid monthly
Strategic Allocation & Structure
Every dollar you invest is deployed across two institutional-grade income strategies designed to target 10% annual income, paid monthly. We do not charge management fees. We earn only after investors receive their preferred return creating alignment from day one.
YIELD DRIVER
80% Residential Private Credit (RTL)
Primary yield engine via Vontive Partnership
B-Piece arbitrage targets 16-18%+ internally.
AI-driven underwriting, first-lien secured
Short-duration loans (12-24 months)
STABILITY DRIVER
20% Asset-Backed Promissory Notes
Preferred notes secured by 14,000+ unit portfolio
Paid BEFORE sponsor & common equity
Stabilized real estate backing (affordable housing)
Income not tied to fix-and-flip velocity
Why Two Strategies
If we put 100% into private credit, your income would depend entirely on fix-and-flip loan velocity. Some months that pipeline flows heavy, some months it's slower. The promissory notes ensure there's a steady income floor beneath the higher-yield engine. The 80% drives your returns. The 20% keeps them consistent.
How WMG Gets Paid
There are no management fees. Investors are paid their 10% preferred return first, and WMG shares only in returns above that level. We invest alongside our investors, so our capital is subject to the same performance. If the fund does not exceed the preferred return, WMG earns nothing. Our participation above the preferred return helps support operations and build a buffer designed to reinforce consistency over time. That keeps our incentives fully aligned with yours.
Built for Life, Built for You
This strategy is built to serve the present, not just the distant future. No exit is required for the return to matter. By generating income outside of your career or business, it helps create the margin to support your lifestyle now, stay focused on your craft, and hold your other investments with greater patience and conviction. If this resonates with you, book an alignment call to see whether WMG is the right fit.
FAQS
How do I know if I’m an accredited investor?
Under SEC rules, an individual generally qualifies as an accredited investor if they meet one or more of the following criteria:
> Earned income over $200,000 annually (or $300,000 jointly) for the past two years, with an expectation of the same this year
Net worth exceeding $1 million, excluding a primary residence
>Hold certain SEC-recognized licenses, such as the Series 7, 65, or 82
> Because the WMG Cash Flow Fund is offered under Regulation D, Rule 506(c), accredited status must be independently verified prior to investing. Verification is typically completed through a third-party service or qualified professional.
Can I invest using a 401(k) or Self-Directed IRA (SDIRA)?
In some cases, investors may be able to invest using retirement funds through a Self-Directed IRA (SDIRA) or by rolling eligible retirement assets into a self-directed account. Traditional employer-sponsored 401(k) plans generally do not allow direct investments into private funds unless they are rolled over into a self-directed structure.
Whether this option is available depends on your individual circumstances, plan rules, and custodian requirements. Wealth Mission Group does not provide tax or legal advice and does not serve as a custodian.
If you’re considering investing through retirement funds, we recommend speaking with your tax advisor or SDIRA custodian to determine eligibility and structure. Our team is happy to discuss the process at a high level during an alignment call.
What makes this “lower risk” than other income options?
We focus on collateral-backed lending and defined loan terms, not market appreciation. The underlying loans are secured by real estate and managed through institutional processes, underwriting, servicing, and monitoring, designed to protect capital first. That said, no investment is risk-free. Our goal is to reduce avoidable risk through structure, partner selection, and disciplined exposure.
What kinds of platforms do you deploy capital into?
We deploy into established private credit platforms like Vontive that originate and manage short- to medium-term, real estate–backed loans. We prioritize platforms with experienced credit teams, credit committees, disciplined underwriting, and strong servicing infrastructure, because process matters more than promises.
How does liquidity work, and why the 12-month commitment?
Capital is committed for 12 months to keep the strategy durable. Shorter liquidity often forces funds to hold excess cash, accept lower-yield opportunities, or add complexity that can dilute outcomes.
After 12 months, withdrawal requests can be submitted per fund terms with a 60-day notice period.
If you don’t charge management or performance fees, how do you get paid?
We invest our own capital alongside investors and participate in the same economics. By pooling our capital with yours, we’re able to secure stronger institutional allocations and diversify more effectively than most individuals can on their own. No quota-driven incentives. No fee stacking. Just a clean structure designed to align outcomes.
Can I reinvest my monthly distributions instead of receiving them ACH?
We built this fund for people who want income they can actually use: to fund what matters now. Your “dream fund.” Your family trips. Your hobbies. Your giving. Your breathing room. Not another account balance you keep staring at while life waits. It also keeps the fund structure clean and realistic, monthly payouts help us manage cash flows responsibly and steward capital with clarity.
If you stopped working tomorrow,
how long would your lifestyle survive?
QUICK LINKS
SITE DISCLAIMERS
Information provided by Wealth Mission Group, LLC (“WMG”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any offering is made solely through official offering documents, including a Private Placement Memorandum (PPM), and only to accredited investors pursuant to Regulation D, Rule 506(c). Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.