Independent Returns for Independent Thinkers Life Settlements as an Alternative Investment
Our Core Financial Services
We provide expert guidance in planning, accounting, and tax strategy to support your financial goals.
Opportunities for Unconstrained Fund Managers
Momentix Capital is an Exempt Market Dealer specializing in US-Based Life Settlement investments. Our products are designed for independent minded investors who value unconstrained decision-making, and for Portfolio Managers who operate with full strategic flexibility, free from external mandates.
Through our proprietary Special Purpose Vehicle (SPV) Limited Partnerships, we offer superior risk adjusted returns, non-correlation to systemic market risks, and diversification features ideal for the Asset Manager whose primary mandate is maximizing returns while managing risk.
OUR EDGE: To identify life insurance policies that might be mispriced in the US Secondary market, we perform rigorous, in-depth due diligence before purchase—resulting in a selection rate of just 7% of all policies reviewed. We believe this ensures a higher degree of reliability on our longevity projections. Our pricing methodology considers all outcomes, is probability weighted, and is heavily scrutinized through several approaches.
We would love the opportunity to share the features of Momentix’s Legacy family of Limited Partnerships, designed for the portfolio manager who has a flexible mandate in maximizing returns for their investors.
Your Partner in Financial Clarity & Growth
Empowering businesses and individuals with expert financial
planning, accounting, and tax solutions that drive lasting success.
Institutional Investors
While many Fund Managers in Western Canada are burdened by specific mandates on how their capital must be allocated, some are not, and they enjoy flexibility in how they allocate capital to ensure adequate diversification for their fund holders.
We want to work with these Fund Managers.
Momentix Capital’s SPV Limited Partnerships provide a sophisticated, actuarially-driven approach to adding a unique, alternative investment instrument to their portfolios.
Our Services
Financial Planning
Customized plans that align your goals with actionable strategies for future growth.
Accounting
Accurate bookkeeping and financial reporting to keep your business on track.
Tax Services
Efficient tax planning and filing support for individuals and corporations.
Business Consulting
Insights and strategies to optimize your operations and financial performance.
Why Invest in our Limited Partnerships?
Attractive, Predictable Returns
Published industry reports show that Life Settlement IRRs typically range from 10-14%* independent of market volatility and interest rate fluctuations. Cash flows are derived from legally binding life insurance policies, not market speculation.
Diversification and Low Correlation to Markets
Life settlements provide unprecedented portfolio diversification. Exposure to equity markets, inflation, commodity prices and geopolitical risk is near non-existent. Do your clients deserve diversification?
Regulatory Compliance and Governance
Momentix Capital’s SPV Limited Partnership structure provides clear beneficiary rights, fiduciary oversight and third-party auditing. Momentix’s Limited Partnership investment offerings are in full compliance with the US and Canadian regulations governing US-based life settlements.
Established Secondary market with Growing Demand
The life settlements market is projected to exceed $200 billion, as an aging population seeks liquidity for underutilized policies. Institutional investors, including pension funds and hedge funds have already allocated billions into this sector.
Our Achievements
in Numbers
Our Expert Team
James Anderson
Designer
Emily Johnson
Tax Planning Specialist
Michael Carter
Certified Public Accountant (CPA)
Alex
Business Strategy Consultant
Interested in Learning More?
Momentix Capital’s focus on life settlements as an alternative asset class underscores our firm’s commitment to offering strategies that provide innovative, diversified and secure returns in niche markets, aligning with the needs and goals of our institutional client base.
To receive detailed Fact Sheets on our 6 LP Offerings, please contact us.
