m+ funds provide a defined outcome return on a specified ETF at a specified maturity date. The funds are intended to provide investors greater certainty of investment results, compared to other alternatives, with a predetermined amount of downside protection, enhanced upside, or both.
All m+ funds are registered under the Investment Company Act of 1940 and are publicly offered funds that:
• Are built on a fiduciary framework
• Provide daily liquidity at the fund’s net-asset-value (NAV)
• Contain no bank or corporate credit risk
• Are not listed on any securities exchange
• Can be customized to meet specific investment objectives
VIEW AVAILABLE FUNDS
See our current and matured m+ fund offerings
m+ Family of Funds
PRESERVATION
Aim to help investors concerned about market losses maintain market exposure or invest excess cash
BUFFERED
Provide investors with a buffer against market losses with limited participation in market gains
GROWTH
Seek to enhance market gains with full downside participation
Learn more about m+ family of Funds
Alternative investment products and services offered by iCapital Securites, LLC, a registered broker-dealer, member of FINRA and SIPC, and subsidiary of iCapital, Inc. Defined Outcome Solution products and services offered by Axio Financial LLC, a registered broker-dealer, member of FINRA and SIPC, and subsidiary of iCapital, Inc.
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WELCOME TO OUR MONTHLY NEWSLETTER. JTNDJTIxLS1IdWJTcG90JTIwQ2FsbC10by1BY3Rpb24lMjBDb2RlJTIwLS0lM0UlM0NzcGFuJTIwY2xhc3MlM0QlMjJocy1jdGEtd3JhcHBlciUyMiUyMGlkJTNEJTIyaHMtY3RhLXdyYXBwZXItY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTIyJTNFJTNDc3BhbiUyMGNsYXNzJTNEJTIyaHMtY3RhLW5vZGUlMjBocy1jdGEtY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTIyJTIwaWQlM0QlMjJocy1jdGEtY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTIyJTNFJTNDJTIxLS0lNUJpZiUyMGx0ZSUyMElFJTIwOCU1RCUzRSUzQ2RpdiUyMGlkJTNEJTIyaHMtY3RhLWllLWVsZW1lbnQlMjIlM0UlM0MlMkZkaXYlM0UlM0MlMjElNUJlbmRpZiU1RC0tJTNFJTNDYSUyMGhyZWYlM0QlMjJodHRwcyUzQSUyRiUyRmN0YS1yZWRpcmVjdC5odWJzcG90LmNvbSUyRmN0YSUyRnJlZGlyZWN0JTJGNTIyODk0OCUyRmNmYWVhNWQ3LTVkZTItNGU3Mi05ZTc2LTIyOWFkYWI0MmIyMyUyMiUyMHRhcmdldCUzRCUyMl9ibGFuayUyMiUyMHJlbCUzRCUyMm5vb3BlbmVyJTIyJTNFJTNDaW1nJTIwY2xhc3MlM0QlMjJocy1jdGEtaW1nJTIyJTIwaWQlM0QlMjJocy1jdGEtaW1nLWNmYWVhNWQ3LTVkZTItNGU3Mi05ZTc2LTIyOWFkYWI0MmIyMyUyMiUyMHN0eWxlJTNEJTIyYm9yZGVyLXdpZHRoJTNBMHB4JTNCJTIyJTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZuby1jYWNoZS5odWJzcG90LmNvbSUyRmN0YSUyRmRlZmF1bHQlMkY1MjI4OTQ4JTJGY2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzLnBuZyUyMiUyMCUyMGFsdCUzRCUyMlNVQlNDUklCRSUyMFRPJTIwTkVXU0xFVFRFUiUyMiUyRiUzRSUzQyUyRmElM0UlM0MlMkZzcGFuJTNFJTNDc2NyaXB0JTIwY2hhcnNldCUzRCUyMnV0Zi04JTIyJTIwc3JjJTNEJTIyaHR0cHMlM0ElMkYlMkZqcy5oc2N0YS5uZXQlMkZjdGElMkZjdXJyZW50LmpzJTIyJTNFJTNDJTJGc2NyaXB0JTNFJTNDc2NyaXB0JTIwdHlwZSUzRCUyMnRleHQlMkZqYXZhc2NyaXB0JTIyJTNFJTIwaGJzcHQuY3RhLmxvYWQlMjg1MjI4OTQ4JTJDJTIwJTI3Y2ZhZWE1ZDctNWRlMi00ZTcyLTllNzYtMjI5YWRhYjQyYjIzJTI3JTJDJTIwJTdCJTIydXNlTmV3TG9hZGVyJTIyJTNBJTIydHJ1ZSUyMiUyQyUyMnJlZ2lvbiUyMiUzQSUyMm5hMSUyMiU3RCUyOSUzQiUyMCUzQyUyRnNjcmlwdCUzRSUzQyUyRnNwYW4lM0UlM0MlMjEtLSUyMGVuZCUyMEh1YlNwb3QlMjBDYWxsLXRvLUFjdGlvbiUyMENvZGUlMjAtLSUzRQ== 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 Our monthly newsletter is designed to serve as your primary source for navigating the world of alternative investments. Over the past 12–18 months, the…
