The LotusGroup Way
LotusGroup Capital combines industry veterans with fresh analytical thinking to target consistent and high-quality outcomes. Our teams build effective supply-chain partnerships that maximize results while delivering some “free lunch” through negotiated price breaks. Conservative underwriting is combined with creative problem solving to source and manage our growing portfolios.
Mission: Deliver Consistent Private Investments To Our Valued Partners (aka “Do the Work”)
LotusGroup companies have been in business since 2004, including sister firm LotusGroup Advisors and predecessor firm MMM. Figures presented are as of June 1, 2021.
Longevity Investments or “Life Settlements”
Investment Goals & Characteristics
Life settlements have traditionally delivered uncorrelated returns. However, putting too much capital to work at once may lead to sub-optimal results.
We seek investment alpha through discipined capital deployment and niche purchases.
Our team includes in-house underwriting, bidding and portfolio management…along with mutliple strategic sourcing partnerships.
LotusGroup combines industry veterans with process-focused professionals on our teams.
We reduce life-settlement investment risk by managing the following attributes:
- Policy tail risks
- Cost of insurance increases
- Medical and life expectancy updates
- Cash reserves
- Maturity proceeds collections
We negotiate cost savings throughout the entire life settlements supply-chain, including discounts from third-party providers in sourcing, servicing, custody and administration.
It is our utmost belief that cost reduction is one of the few “free lunches” in investing.
LotusGroup Capital’s management team has over 65 years of collective investment management history, working with our investors and partners to develop and integrate investment solutions. We look forward to meeting you and learning how we can help maximize potential for your business and your clients.
Make. Life. Count.