Make an impact with the

Opportunity Zone Fund

The Opportunity Zone Fund allows you to support up-and-coming communities, while deferring your capital gains tax, diversifying your portfolio, and potentially growing your reinvestment earnings tax-free.

Reinvest your profit.

Collecting a return on investment? Instead of paying capital gains tax immediately, roll your profit into a qualifying reinvestment, and provide an important cash infusion to a promising market.

Defer and discount your tax.

Your capital gains tax will be deferred. Later, when it comes due, it will also be discounted. In the meantime, you know you’re helping to support the growth and well-being of a community.

Any earnings grow tax-free.

After holding your investment for a period of years, any new returns are yours to keep. You pay a discounted tax on your original capital gain, but not on the money made on your reinvestment.