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ABOUT US

Royce Private is the leading non-bank private client lending organization serving the needs of our high-net-worth clientele. We offer qualified individuals and institutions bespoke lending solutions across all major residential asset classes. Royce Private is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. Royce Private strives to build trusting and enduring relationships by putting our clients and professional partners at the center of all we do.

EQUAL HOUSING OPP, STATEMENT

Royce Private is an Equal Housing Lender and fully complies with all laws applicable to the conduct of its business, including those laws prohibiting discrimination such as the Fair Housing Act and the Equal Credit Opportunity Act.

We are pledged to the letter and spirit of U.S. policy for the achievement of equal housing opportunity throughout the nation. We encourage and support an affirmative advertising and marketing program in which there are no barriers to obtaining housing because of race, color, religion, sex, handicap, familial status, or national origin.

DISCLOSURES

This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are subject to change. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Reliance upon information in this material is at the sole risk and discretion of the reader. The material was prepared without regard to specific objectives, financial situation or needs of any investor.

This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, and estimates of yields or returns. No representation is made that any performance presented will be achieved by any Royce Lynch companies, or that every assumption made in achieving, calculating, or presenting either the forward-looking information or any historical performance information herein has been considered or stated in preparing this material. Any changes to assumptions that may have been made in preparing this material could have a material impact on the investment returns that are presented herein. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy.

Private placement investments are NOT bank deposits (and thus NOT insured by the FDIC or by any other federal governmental agency), are NOT guaranteed by Royce Lynch or any other party, and MAY lose value. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided by or through the website.

Investments in private placements involve a degree of risk and only accredited and qualified investors should invest. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private placements are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest.

The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by Royce Lynch to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Royce Lynch Wealth Advisory, LLC, Royce Impact Solutions, LLC. and Royce Private Client, Inc. (doing business as Royce Private) are separate operating subsidiaries of Royce Lynch Global Holdings, LLC. Each company is a separate legal entity operated and managed through its own management and governance structure as required by its state of incorporation and applicable legal and regulatory requirements.

Minimum mortgage loan amount: $1,000,000. Subject to satisfactory appraisal and title report, fully executed purchase contract, verification of borrower information on mortgage application and no change to loan term or mortgage product. Pre-approval is effective for 90 days from the date of application. Mortgage services, provided by Royce Private and offer is subject to credit approval. All product and loan terms are subject to change without notice. Royce Private does not provide tax or legal advice. Clients should be advised to consult with a legal or tax advisor about their individual circumstances.

Royce Lynch Private Client, Inc. dba: Royce Private, a California Corporation, NMLS Consumer Access #1532732. To view our NMLS Filings, CLICK HERE

Loans made or arranged pursuant to a California Financing Law License.