Upcoming Events


Symposiums offer existing Mile Marker Club members and Guest Investors the opportunity to learn about wealth accumulation and preservation strategies as well as hear live presentations from vetted deal operators.

2019 Dates:

May 17-19 (Glenwood Springs, Colorado)

September 17-19 (Glenwood Springs, Colorado)

Note:  Platinum Mile Marker Club Members receive complimentary basic registration (no lodging or airport transfers included.)

Industry Expert Webinars

See what all Investors need to know to be successful in both the short-term and long-term.  Learn more about the multi-sector approach and the necessary financial strategies to support your wealth accumulation and preservation goals.  You’ll hear from featured guests and other industry experts who have specialized financial knowledge you won’t want to miss on these complimentary webinars.

To register, CLICK ON THE DATE

Heritage Multi-Sector Fund I Informational Video

For those Investors seeking a multi-sector approach – but don’t have time to explore each individual investment opportunity – we offer the Heritage Multi-Sector Fund I.  The Multi-Sector Fund is another way we work and invest alongside our Investors and Members. The Fund is comprised of opportunities from the Heritage Capital USA private deal flow, and provides the immediate diversification accredited investors desire.

To watch the informational video now, CLICK HERE


Colonial Impact Fund II Informational Webinar

We know that accredited investors today are looking out at a “sea” of investment options. We further realize that as a sophisticated investor, you’re constantly evaluating these options in your portfolio, in both your traditional and non-traditional or “alternative” investments such as private placements and real estate secured notes.  Whether you have invested in discounted “paper” in the past or not, whether you’re new or seasoned when it comes to discounted note investing, we feel that our offering’s and opportunities are well suited to alternative real estate-related assets.

To register, CLICK HERE



Meetups for local investors to discuss market conditions, opportunities, wealth strategies and network.  Please RSVP via the links and join us for these if you are in the neighborhood!