Investment Bank/Securities Brokerage - N/A, N/A, N/A
VISION:SPERRY & SONS builds communities through smart, secure investing. We generate wealth and abundance for our clients by creating meaningful connections & genuine relationships with both our borrowers and our investors. Together, we're building a lasting legacy for future generations.MISSION:SPERRY & SONS is a Capital Investment firm where investing is personal. Our goal is to not just create wealth for our clients, but to facilitate investment opportunities that create jobs, provide homes for families,facilities for neighborhoods, and economic growth potential for business. In short, we want to help build communities in meaningful ways while building wealth for our clients.VALUES:Our family, relationships, and communities form the backbone of our business. The projects that we backcome from personal relationship where we know the parties involved. Our lenders are the same; friends andpartners. Business IS personal and it begins with community. We are not anonymous nor do we want your lending experience to be. These dollars change lives, build wealth, bolster communities and create a legacy.WHAT WE DO:We curate lending opportunities with a mind toward communities and families. Connecting private funding to projects that can most benefit and overseeing the loan end-to-end, assuring that our investors and borrowershave the best experience possible. We bring a personal approach, founded on relationshipsand confirmed by consistent performance.OUR TOOLS:The ability to offer the benefits of Trust Deed Investing without the barriers to entry traditionally inherent to this asset class is huge, and it forms the backbone of our portfolio. The company invests in 1st and 2nd position trust deeds/notes and requires a substantial equity cushion to protect the capitalinvested. We have a maximum loan-to-value ratio of no more than 70%.
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