Disclaimer

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.

All of the trading strategies utilized by Mobility Trust Group and 3C Investment Fund are speculative and subject to significant risk of capital loss. No representation is being made that an investor will or is likely to achieve profits similar to those achieved in the past. To invest in the 3C Investment Fund, you must be an Accredited Investor as defined by SEC Regulation D Rule 506(c).

As with all investments, the risk of loss in trading these investments can be substantial. People can and do lose money. Carefully consider your personal financial situation and your risk tolerance before investing. Only investors who understand, and are willing and financially able to assume the risks of such an investment — including the risk of losing all or a substantial amount of their investment in the Fund — should consider investing. You should therefore carefully consider whether such trading is suitable for you in light of your financial condition. An investment in the Fortress Fund is a speculative investment involving substantial risk of loss. Positive returns are not assured and investment returns will fluctuate. No representation is made that any trading account would or would be likely to achieve profits or losses similar to the results described herein. Past performance of 3C’s funds are not a guarantee of future results.

The information presented in this website and in materials and media distributed by the Mobility Trust Group (“Mobility Trust”) is for informational purposes only. This website, these materials, and any other media do not constitute an offer, subscription, recommendation, or solicitation to invest in the 3C Investment Fund. Such an offering is only made by delivery of a current prospectus or offering memorandum, and prospective investors should base their investment decision solely on such documents. Mobility Trust, including but not limited to all associated persons and employees participating in the distribution of information contained herein, is held harmless and is without liability regarding any use whatsoever of the information presented in this website, these materials, or any related media. These investment strategies may not be suitable for all readers of this website, materials, and media. You, and not Mobility Trust, assume the entire cost and risks of any trading you choose to undertake. Under no circumstances shall Mobility Trust be liable for any special or consequential damages that result from the use of or the inability to use this website, these materials, or any related media provided by Mobility Trust. Applicable law may not allow the limitation or exclusion of liability or incidental or consequential damages, so the above limitation or exclusion may not apply to you. The information, data, and methodologies contained in this website, materials, and any related media is not intended to be published or made available to any person in any jurisdiction where doing so would result in contravention of any applicable laws or regulations. Accordingly, if it is prohibited to make such information available in your jurisdiction or to you (by reason of your nationality, residence, or otherwise), it is not directed at you. Before reviewing this website, these materials, and any related media, you must be satisfied that doing so will not result in such a contravention and is not so prohibited, and by proceeding to review them, you will be confirming that this is not the case.

Mobility Trust has taken all reasonable care and precaution to ensure that the Information is fair and accurate or has been compiled from sources believed to be reliable. Nevertheless, Mobility Trust does not make any representations or warranty, express or implied, as to the accuracy, completeness, or fitness for any purpose or use of the information on this website, in these materials, or in any related media. The information may not in all cases be current, and it is subject to continuous change. Accordingly, you should not rely on any of the information contained on this website, in these materials, or in any related media as authoritative or a substitute for the exercise of your own skill and judgment in making any investment or other decision. Mobility Trust does not warrant that the information on this website, in these materials, or in any related media is error free, and shall not be liable for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained on this website, in these materials, or in any related media. Additionally, any opinions by Mobility Trust or its agents on this website, in these materials, or in any related media are the opinions of Mobility Trust and its associated persons and should be treated as such. Mobility Trust does not warrant that materials, articles, and media created by unaffiliated third-parties about Mobility Trust, such as materials, articles, podcasts, etc., are error free, and Mobility Trust shall not be liable for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained in those materials, articles, or media. Materials, articles, or media created by third-parties about Mobility Trust and its services should NOT be considered authoritative or a substitute for the exercise of your own skill and judgement in making any investment or other decision. Any opinions of such third-parties in such materials, articles, and media distributed by said third-parties are the opinions of the third-party and should be treated as such.

This is not an offering or solicitation of interest to acquire securities. Any offering or solicitation will be made only to qualified investors, and only by means of a confidential private placement memorandum. Any person that makes an investment in a fund must be able to bear the risks involved and must meet the funds suitability requirements. Some or all alternative investment programs may not be suitable for certain investors. No assurance can be given that the Fund’s investment objectives will be achieved. Among the risks 3C Investments wishes to call to the particular attention of prospective investors are the following:

  • The Fund is speculative and involves a substantial degree of risk.
  • Past results of the Fund are not necessarily indicative of future performance, and the Fund’s performance may be volatile.
  • An investor could lose all or a substantial amount of his, her, or its investment.
  • The Fund is highly illiquid. There is no secondary market for the investors’ interest in the Fund and none is expected to develop.
  • There are restrictions on transferring interests in the Fund.
  • The Fund’s fees and expenses will offset the Fund’s profits.
  • There is a high degree of risk associated with borrowers with subprime credit.
  • The credit scoring system may fail to properly assess the credit risks associated with consumers, which could have a material adverse effect on the financial condition and operating results of the Fund.
  • The investment strategy of the Fund may evolve and change over time.
  • The Fund’s performance is dependent upon Craig Baker, the founder of 3C Investment.
  • The foregoing is an illustrative list of some risk factors associated with an investment in the Fund. Please review “Certain Risk Factors” and “Conflict of Interest” in the Private Placement Memorandum.

Socially
Responsible
Investing

Contributing meaningful results - for investors, communities, and the world we share.

For Accredited Investors Only.

Make An Impact

The Mobility Trust Group is dedicated to improving the lives of people living with physical disabilities.

Our loan products are designed to help the 29 million Americans living with mobility limiting conditions reach their accessibility goals.

We harnesses investor capital to help people live a normal life; To go to school, jumpstart their careers, or receive life-altering medical treatment.

Your investment into Mobility Trust not only earns a market return but changes a life. We call this our Double Dividend.

Socially Responsible Investing

Environmental, Social and Corporate Governance (ESG) Investing doubled in size to $51.1 billion in 2020.

The reason is simple. Investors want their dollars to create positive change while earning returns.

But not all companies are transparent about their impact and use "ESG" "Impact Investments" "Sustainable Investing" labels as a marketing ploy making it hard to know what to believe.

At Mobility Trust, helping the community is who we are and who we always have been. By environmental and governance standards, we stand by a sustainable mission led by professionals rich in diversity of race, religion, and thought. Mobility's successful track record reflects the need in our community and quality of our services.

Proven Track Record

"Mobility Trust supports investors every step of the way as they plan for and reach financial milestones. We exist because of our shareholders and their belief in our continued success. We prepare for the future using time-tested credit philosophies and strong risk management processes. Our investment approach is fueled by diversity of thought and a network of specialized teams with best-in-class expertise."

Mobility Trust President, Craig Baker

Investor FAQs

What is an Accredited Investor?

An accredited investor is an individual or a business entity that is allowed to trade securities that may not be registered with financial authorities. They are entitled to this privileged access by satisfying at least one requirement regarding their income, net worth, asset size, governance status or professional experience.

Personal Qualifications:

  • an annual income exceeding $200,000 ($300,000 for joint income) for the last two years with the expectation of earning the same or a higher income in the current year.
  • a net worth exceeding $1 million, either individually or jointly with their spouse.
  • professional certifications, designations or credentials; individuals who are “knowledgeable employees” of a private fund; and SEC- and state-registered investment advisers.

Entity Qualifications:

  • a private business development company or an organization with assets exceeding $5 million.
  • the entity consists of equity owners who are accredited investors

What is the minimum Investment?

$100,000 or at the discretion of the fund manager (This offer is made through a private placement memorandum)

Where can I locate yield reports?

Due to Regulation D we cannot advertise to the public what returns have been in the past. To hear more please get in touch with the investor relations team.

Contact 804-716-5500

How often do you pay out to investors?

We pay out dividends quarterly, or investors can opt to reinvest their earnings.

How liquid is my investment?

There is a one-year lock up and then funds can be withdrawn with 90 days’ notice.

Keep in Touch

Subscribe to our email list for the latest in industry events, press releases and company updates.

Subscribe