Stock Alternatives - Growth & Steady Income Fund I

Stock Alternatives

Growth & Steady Income Fund I

Welcome to the Stock Alternatives Growth & Steady Income Fund I – a fund designed for stable, tax-efficient monthly income and long-term growth. Created by an actuary, the fund targets 10–12% annualized monthly income and overall returns of 15–21%, achieved through diversification across ten alternative sectors.

Fund Strategy Managers

The Opportunity

Public markets often deliver low income and elevated volatility. Our fund aims to provide reliable distributions while preserving upside.

The Challenge

  • Public markets offer 4–5% yields with high volatility
  • Single-asset investments concentrate downside risk
  • Many investors forced to choose between safety or growth

Our Solution

  • Target 15%+ private market yields with lower volatility
  • 10 diversified strategies reducing single-point risk
  • Steady monthly income plus upside participation

Our Value Proposition

10
Diversified Investment Categories
15%+
Target Annualized Return
80%
Volatility Reduction vs Single Asset

Built by an actuary to optimize risk-adjusted returns across private credit, equity, and trading strategies with a disciplined underwriting and monitoring framework.

10 Diversified Investment Categories

A balanced mix of secured credit and growth equity across multiple short-duration strategies.

Property Renovation Financing
Short-term secured debt backed by real estate
Land Flip Financing
Collateral-backed financing for land resale
Land Development
Equity/debt hybrids targeting development cashflows
Business Lending
Short-term secured lending to operating businesses
Receivables Financing
Validated receivables: litigation, medical, B2B
Cash-Flowing Businesses
Acquisitions & growth for stable cash generators
Cash-Flowing Real Estate
Short Term Rentals, medical offices, light commercial
Trading Strategies
Risk-managed exposure: crypto, FX, futures
Aircraft Teardown
Parts resale & inventory-backed value extraction
Liquidity Reserves
Cash and equivalents reserved for monthly distributions
Secured Credit
Equity & Growth

Target Returns by Share Class

Multiple investment options to match your capital commitment and return objectives

Class S

Preferred: 10% Annual
Upside: 60% Participation
Target IRR: 15–17%
Minimum: $100,000

Class L

Preferred: 12% Annual
Upside: 80% Participation
Target IRR: 18–21%
Minimum: $250,000

First Position Notes

3 months: 8% APR
6 months: 10% APR
12 months: 12% APR
Minimum: $50,000
All distributions paid monthly | Optional reinvestment for compounding

Risk Management

Multiple layers of protection to safeguard investor capital.

Collateral Protection

  • Real estate liens
  • Secured business assets
  • Verified receivables
  • Aircraft inventory

Due Diligence Process

  • Background checks on counterparties
  • Financial stress-testing
  • Operator meetings & site visits
  • Document & collateral verification

Portfolio Safeguards

  • 10 category diversification
  • Staggered maturities
  • Regular rebalancing
  • Cash reserves for liquidity

Actuarial modeling and continuous monitoring ensure each investment meets strict risk-return thresholds.

Fund Manager

Jeff Stock, FSA, MAAA

Founder | Stock Alternatives LLC

Paul Nutile

Investment Fund Management | Stock Alternatives LLC

Brias

Investment & Risk Specialist | Stock Alternatives LLC

Aatikah Aawan

Analyst | Stock Alternatives LLC

Expertise

  • Quantitative risk assessment
  • Private market investment analysis
  • Multi-strategy portfolio construction
  • Actuarial financial modeling

Built for Investors Who Value

  • Data-driven decisions
  • Risk-adjusted returns
  • Professional diversification
  • Transparent reporting

Key Investment Highlights

Monthly Distributions

Consistent income stream from diversified sources.

Secured Collateral

Real estate liens, business assets, and verified receivables underpin many investments.

Blind Pool Structure

Manager flexibility to capture opportunistic, risk-adjusted investments.

Short Duration

Most investments mature in 6–24 months, supporting liquidity and redeployment.

Evergreen Fund

No fixed end date; continuous capital deployment and compounding potential.

Quarterly Liquidity

Best-efforts redemption opportunities to balance investor needs and portfolio stability.

Tax-Efficient Structure

Structuring that optimizes after-tax returns for investors.

Reinvestment Option

Automatic reinvestment available to compound monthly distributions.

Get Started

For detailed offering documents, accredited investor requirements, and subscription instructions, contact the fund manager.

Contact

Jeff Stock, FSA, MAAA
Managing Partner

Disclaimer: Private investments involve substantial risk. Review the PPM and disclosure documents carefully before investing. Past performance is not indicative of future results.