The investment and merchant bankers that formed Credit One Equity Holdings recognized that traditional investment advisory services were not meeting the unique and individual needs of 21^st century organizations. To solve that problem, Credit One Equity Holdings founders structured the firm around a single core concept:

Our investment professionals will develop a bespoke asset management and financing plan for each client to create new value and monetize static assets.

Just as no two of the firm’s clients have the same business strategies and greater goals for serving their industries and the greater society, no two plans that we develop will have the same or even overlapping features.

Many investment advisory firms are captive of a small number of funds or investment options that form the basis of their revenues. We do not participate as a sales organization for any captive investment products. We have instead established Credit One Equity Holdings as an independent global investment trust. This allows us to create a unique plan for each individual client, to make specific recommendations that coincide with a client’s goals ,and to deliver advice that is not tainted by personal bias or conflicts of interest.

Our professionals take great pride in providing innovative financial strategies and plans. We have an unparalleled record of success but we never rest on our laurels. The time we devote toward understanding a client’s business and the recommendations we make are our stock in trade and the key to our success. Our clients come to us to hear something different, and they return to us because they know that we will not waste their time with generic advice or solutions.

We do not aim to serve the needs of every organization. Rather, we target our services to an elite group of high net worth investors and profitable corporate entities and funds in North American, Europe, and Asia. Our clients expect to be challenged. They sense that they have value locked or hidden in their assets and business structures, and they rely on us to  find and monetize that value.

Generic or boilerplate capital plans cannot accomplish this task. We use every element of our global network to advise our clients on matters involving in mergers & acquisitions, shareholder defence strategies, capital formation, and cutting edge debt and financing solutions.