James P. Dowd, CFA

Financial Adviser at North Capital in San Francisco, CA

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(415) 315-9916

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315 Montgomery Street Suite 900 in San Francisco, CA 94104

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Asked by Tony

What are Trust Deeds, and are they conservative investments?

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Answered by James P. Dowd, CFA
Financial Adviser in San Francisco, CA

Trust deeds are not a conservative investment. They are private securities, they are illiquid, and the relative value depends upon the credit worthiness of the borrowe...

Investing & Retiring Trusts Other Investments

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