Most advisors focus on public market products like mutual funds, ETFs, or REITs — with limited tax advantages and little control. Evontio offers access to carefully curated private investments — including multifamily real estate, oil & gas, and private credit — with stronger cash flow potential, tax efficiency, and real asset backing.

Almost none. You’ll receive a streamlined summary of each opportunity with clear returns, risks, and terms — and can invest in minutes. Once committed, you'll receive professional-grade reporting while our team handles the heavy lifting.

We apply a rigorous due diligence process to every opportunity — analyzing track records, underwriting assumptions, risk-adjusted returns, and operator integrity. Only a small percentage of deals make it through. We focus on partners with proven histories, transparent communication, and strong alignment with investor outcomes.

It depends on the asset class. For example:

• Multifamily: 13–18% target IRR, 8% preferred returns

• Oil & Gas: 25–30% target IRR, with significant tax offsets

• Private Credit: 10–13% annualized yield, paid monthly or quarterly

  All returns are projections — never guarantees — and disclosed clearly before you invest.

Yes. Many Evontio opportunities are designed for tax efficiency. Real estate syndications use depreciation and cost segregation to offset passive income. Oil & gas projects may allow you to deduct 70–80% of your investment against ordinary income in year one.

Yes, these are illiquid investments, meaning your capital is typically committed for 3–7 years. We’ll always disclose the timeline up front, and most investors begin seeing distributions (cash flow) within the first few quarters.

You’ll receive quarterly reports with financials, project updates, and insights from the operator. We’re building a portfolio dashboard so you can view performance at a glance — and you can always reach out with questions.

We focus on defensive asset classes like affordable housing, industrial, and essential infrastructure. Our deals are structured to weather downturns — with moderate leverage, experienced operators, and contingency planning. We also prioritize cash flow over speculation, so income is less dependent on perfect timing.

Just book a 20-minute call to ask questions and get oriented — no hard pitch. Most deals have a minimum investment of $50K–$100K. We’ll help you decide if it's the right fit based on your goals.

We’re not here to replace your advisor — we’re here to give you access to the opportunities they can’t offer. Founder Justin Cuccia brings years of risk management experience with the U.S. Department of Defense and Fortune 500s. Every investment is curated with the same diligence used to protect national security — because your capital deserves nothing less.