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FAQ's

Take a closer look at FAQ.


Questions and Answers

ETFs are made up of a collection of securities like stocks, commodities, bonds, and other investment types. This allows you to invest in a particular sector, industry, or region instead of having to buy individual stocks.

What is Beverly Finance?

Beverly Finance Investment is a capital-intensive brokerage firm made up of non-conventional investment funds managers. Our professionals use advanced trading tools to trade the financial market that are inclusive of equity, fixed income portfolios to achieve event-driven goals for investors. We have partners with several leading insurance companies across America, Europe and the Middle East.
We help you plan your financial goals and recommend smart investment choices, so that you save time and gain peace of mind, knowing that your money is working for you. We proffer advice on what your portfolio should include, while giving you control over how much risk you take. All of our portfolio strategies are globally diversified and built using index-tracking exchange-traded funds (ETFs). We pick the funds for you, making recommendations that control costs and taxes easy. Things like portfolio rebalancing, reinvesting dividends, and tax loss management are all under our care while all you need do is login on withdrawal days to cash your money.

What are my fees?

How is Beverly Finance regulated to keep investors’ money safe?

As one of the most significant alternative investment managers in the public U.S. corporate credit markets, we offer advice independently. From 2020 to 2022 we doubled our investment team, expanded into six new strategies and made meaningful investments in research and technology. We are able to accomplish this by working with other credit sectors to make sure investor's capital and investments are secured by backing their investments up with tokenized assets and Real Estate. Beverly Finance signs contract on behalf of her investors to keep the investment amount safe and secured. Our credit business is a leading, global alternative investor, managing assets on behalf of many of the world’s most prominent and sophisticated allocators, including public and private pensions, sovereign wealth funds, large institutions and private clients.
Our overriding objective is to protect and grow our investors’ capital, applying the discipline, rigor and expertise honed through years of investment experience through a full range of market, economic and credit cycles and across asset classes, structures, geographies and industries. We have Regulatory Certification from SEC and FINRA.

What investments does Beverly Finance offer?

There is plethora of investment opportunity at Beverly ranging from Non-Farm Payroll (NFP) to Loan Funding. For NFP or ETF financial goals, Beverly recommend a specific stock-to-bond allocation of any portfolio strategy. This portfolio strategy is designed to reflect what is obtainable in the present-day financial system. Alternatively, you can select from three other portfolio strategies that might match your investment goals:
Beverly Finance SRI; our socially-responsible portfolio strategy.
Goldman Sachs Smart Beta; a factor-based portfolio strategy.
BlackRock Target Income portfolios; five different bond portfolios targeting cash income.

How do I move my money to Beverly Finance?

You transfer using the options given to you inside your dashboard, login or sign up to make a deposit. Once you get confirmed, your investments starts reading. We accept crypto payments.

How can I get help when I need it?

We work hard to offer many insightful resources to let you access the help you need. There is a Customer Support Team to help answer your questions about Beverly and your account. We offer phone, email, WhatsApp and limited onsite chat availability. Sign up today to get started.