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*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Investment Brief (Red Herring Brochure)


Download our informational brochures to find out more about our Proprietary Growth Hedge Portfolio in the technology sector. 

What You'll Discover:


1. Should I consider Investing in the Growth Hedge in Technology Program?

-If you are looking for a growth portfolio to compliment your overall wealth management approach, this sectoral placement is a perfect asset class. With the world’s largest public corporations (known as megacaps) on the list, this program has delivered superior returns since its launching in 2010.


-If you are a taxable entity of the United States, we recommend the ETrade Securities LLC portal, though you can also opt to be with Interactive Brokers LLC.


-If you are a non-taxable entity of the United States (non-US citizens and non-US residents), we can set you up with Interactive Brokers LLC.


2.For all other information, please refer to the published brochure.

PE Capital - Investment Brief July 2021 Edition
PE Capital Investment Brief.jpg
Social Security & Retirement Information Brochures


Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!


What You'll Discover:


  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When may I start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Social Security Quick Facts
Why Fixed Indexed Annuities?

*Please note that P/E Capital Investments and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. P/E Capital Investments may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.


Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

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