Monthly Income Investment Fund for Accredited Investors
FG Capital Advisors offers a professionally managed strategy targeting monthly income for qualified investors. This fund strategy is constructed using liquid income-generating ETFs and structured notes designed to deliver reliable cash flow without relying on traditional fixed income instruments. Built exclusively for accredited investors, it blends institutional-grade design with transparent, modern execution.
Strategy Composition
We allocate across select exchange-traded funds that generate income by writing call options on major equity indices or sector exposures. These funds offer consistent monthly distributions with real-time liquidity and portfolio transparency.
Structured by investment-grade issuers, these market-linked notes are designed to provide defined monthly or quarterly coupon payments, with capital-at-risk terms tailored to current market conditions. Notes are laddered across maturities to maintain continuity of income.
Strategy Characteristics
| Component | Yield Target | Liquidity Profile | Instrument Type | Allocation Purpose |
|---|---|---|---|---|
| Covered Call ETFs | 7–9% (annualized) | Daily | Public ETF | Primary income generator |
| Equity-Linked Notes | 8–12% (structured) | 6–18 months | Private placement note | Supplemental yield with defined outcomes |
Portfolio Implementation & Eligibility
Portfolios are constructed dynamically based on market volatility, interest rate policy, and issuer pricing. All positions are held in custody at regulated institutions. Liquidity and reinvestment timing are actively managed to ensure seamless monthly distribution flow. Participation in this strategy is offered solely to individuals and entities that meet the definition of an accredited investor under SEC Regulation D, Rule 501.
Regulatory Statement
This strategy is available exclusively via private placement to verified accredited investors. FG Capital Advisors does not offer this as a public fund. All investors must complete third-party verification of accreditation status prior to engagement. This communication is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities. An offering memorandum will be provided to qualified investors upon request.
Subscription & Allocation Process
Prospective investors may request additional materials, including sample portfolios, FAQ documents, and historical distribution data.
Eligibility is confirmed through third-party verification or supporting documentation in compliance with SEC regulations.
Subscription agreements and fund documentation are completed securely via FG Capital’s investor onboarding portal.
Investors allocate capital which is deployed in line with current model weights and structured note issuance windows.
Monthly cash flow is distributed to investors in accordance with the strategy’s terms and individual instructions.
FG Capital Advisors: Structuring institutional-grade income strategies for private capital. If you represent an accredited investor, family office, or RIA and would like to discuss access to this strategy, please contact our team directly.
