In an era marked by market volatility and underwhelming traditional fixed-income yields, sophisticated investors are increasingly turning to J.M. Arbour for its disciplined approach to alternative investments and multi-family office (MFO) services. With a focus on capital preservation, income generation, and long-term legacy planning, J.M. Arbour delivers a comprehensive platform for high-net-worth and ultra-high-net-worth families seeking clarity and control.

At the core of its alternative investment offerings is the JMA Private Credit Series; a 3(c)(1) fund designed exclusively for accredited investors. With strict underwriting criteria and no use of leverage, the fund targets a quarterly cash yield of 10–12% and a total IRR of 16–20%, primarily through senior secured loans and mezzanine debt. By emphasizing a “credit-first” philosophy, the fund focuses on stable, high-integrity borrowers in low-volatility industries, steering clear of speculative sectors like crypto and cannabis.

What makes this fund particularly compelling is its hybrid allocation: 80% to direct credit deals and 20% to top-tier private credit funds, providing both precision and diversification. Oversight by an independent Investment Committee, coupled with robust risk management and investor transparency, makes this fund a standout for those seeking high-yield income with lower correlation to public markets.

For qualified purchasers (investors with $5M+ in investable assets), J.M. Arbour also offers the JMA Venture Fund. With a target IRR north of 18%, the fund strategically allocates capital across the full venture lifecycle, from early-stage innovation to mature companies with traction. Additionally, 20% is deployed into elite third-party funds, offering access to top-tier, proprietary deal flow in sectors like AI, fintech, and healthcare. Risk is mitigated by strict allocation limits (no position exceeding 10% of the fund), and due diligence is comprehensive and ongoing.

Beyond investments, J.M. Arbour distinguishes itself through its Multi-Family Office, serving a select group of families with $20M–$50M+ in net worth. Services span investment advisory, estate planning, tax coordination, insurance strategy, philanthropic advisory, and lifestyle and security support. With an emphasis on deep, personalized service, each family receives the attention of a dedicated advisor acting as a central point of contact and advocate.

Discerning investors are turning to J.M. Arbour for a simple reason: high performance, prudent risk management, and personalized care. Whether through income-generating private credit, high-upside venture capital, or integrated multi-family office solutions, J.M. Arbour helps clients grow, safeguard, and transition wealth, intentionally and intelligently.

 

Grateful,

 

Jac

 

Jac M. Arbour, CFP®, ChFC®

Founder & CEO

To speak directly with J.M. Arbour’s CEO about becoming a private client, please email jac@jmarbour.com. Jac will return your email and schedule a call with you at your convenience. Involved in every call with qualified purchasers, is J.M Arbour’s CIO, Evan Campbell, CFA.