Most investors don’t realize their retirement dollars can access private offerings like ours. A self-directed IRA allows you to invest in Fundamental Brands and potentially shield your distributions from taxes.*

You’re likely familiar with the Fundamental Brands investment structure by now: monthly royalty distributions targeting a minimum of 8% and capped at 20% annualized, tied to the revenue of our growing portfolio of beauty, fragrance, and personal care brands—not profits.

When markets move unpredictably, diversification takes on new meaning. An asset class whose distributions are tied to revenue—not market sentiment—offers a different kind of exposure for your capital.

What you may not know is how straightforward it can be to access that exposure through your existing self-directed IRA.

A self-directed IRA allows you to invest in alternative assets—including our offering. You retain the core benefits of an IRA while gaining the flexibility to diversify into asset classes not available on public markets.

Paired with Fundamental Brands’ monthly royalty distributions and potential growth, it offers an approach intended to put retirement capital to work in a more active and diversified way.

When starting the investment process on our Offering Page:

• Select IRA as your investor profile type
• Choose your existing IRA provider from the dropdown menu (or select Other and enter the provider’s information)
• Enter your IRA account details

From there, DealMaker (our broker-dealer) sends the subscription agreement and wire instructions directly to your custodian, who initiates the funding on your behalf. There’s no need to move cash personally outside of your IRA.

The potential added benefit: distributions received inside an IRA may grow tax-deferred, or, in the case of a Roth IRA, potentially tax-free.*

You can invest through a self-directed IRA by clicking “Invest Now” on our offering page.

How Our Monthly Royalty Distributions Work

Fundamental Brands acquires revenue-producing brands ($2–50M annually) with a clear path to significant growth. Because these brands are already generating revenue, that revenue becomes the contractual source of our monthly royalty payments to investors—no waiting for a future sale or declared profits.

Distributions are calculated based on the amount you invest:

• Targeting monthly distributions with an 8% minimum, capped at 20%.
• Paid monthly, not quarterly or annually
• Based on portfolio revenue, not profits**

Want to be part of what we’re building?

Interested in learning more about Fundamental Brands?

Visit our Offering Page
Visit our Main Website
Watch our Explainer Video
Download our Investment Guide

*Fundamental Brands does not offer personalized investment or tax advice. Please consult with a qualified tax professional to understand what applies to your situation.

**Although all portfolio companies have revenue as a criterion for acquisition, revenues cannot be guaranteed. Therefore, meeting the minimum distribution amount cannot be guaranteed. All payments, including the minimum, are subject to the availability of revenues and distributable funds, as determined by the Company.