Get quick answers to the most common questions about investing with GTM Holdings.
GTM Holdings is a boutique private equity firm headquartered in Columbus, Ohio, and Dallas, Texas. We specialize in strategic investments across real estate, energy, technology, healthcare, finance, and other high-growth sectors.
GTM stands for Growth, Trust, and Momentum — the core values that shape our investment philosophy.
We partner with accredited investors, high-net-worth individuals, family offices, and institutional investors seeking long-term growth opportunities.
Investment minimums vary by offering, but most opportunities begin at $250,000.
Simply fill out the form on our [Investors Page] and a member of our team will guide you through onboarding, accreditation, and deal access.
We provide regular performance updates, financial reports, and strategic insights to keep you informed and confident.
Our funds typically have a 3–7 year horizon with target IRRs between 15% and 25%, depending on asset class and structure.
Start by defining your financial goals and risk tolerance. Then, explore investment options that align with those goals. You can invest through financial advisors, online platforms, or by partnering with a trusted investment firm like GTM Holdings.
While past performance is not indicative of future results, we target competitive returns based on industry benchmarks, with a focus on risk-mitigated, value-driven investments.
All investments carry risk. However, GTM Holdings emphasizes due diligence, legal structuring, and diversification to minimize exposure.
This depends on the fund strategy, but most vehicles distribute quarterly.
It refers to how much return you earn relative to the amount of risk taken. A good investment delivers a strong return with minimal risk exposure.
Each investment includes legal safeguards, clear governance, and structured frameworks to protect your capital and rights as an investor.
We prioritize clear, timely communication and offer full visibility into project performance, financials, and strategy.
You will have access to a secure investor portal where you can view performance, distributions, tax documents, and updates.
All investments carry some level of risk. Diversifying your portfolio, working with experienced professionals, and choosing risk-adjusted opportunities help minimize exposure and improve long-term outcomes.
Yes, but please note they reflect individual experiences and do not constitute financial or legal advice. Performance may vary.
GTM Holdings is a private equity firm and does not offer direct investment advice. Always consult your legal or financial advisor.
Saving keeps money secure and easily accessible (like in a bank), while investing aims to grow your wealth over time—though it involves more risk. Both are important, but investing is key to building long-term financial security.
Traditional investments include stocks, bonds, and mutual funds. Alternative investments—like private equity, real estate, or structured credit—offer portfolio diversification, passive income, and potentially higher returns with lower market correlation.
Private equity involves investing directly in private companies. Investors provide capital in exchange for ownership equity or debt, aiming for long-term value creation through business growth, restructuring, or eventual exit strategies.
Structured credit refers to investment products backed by pools of loans or assets, such as collateralized loan obligations (CLOs). These offer attractive yields and are often used to enhance income and diversify credit exposure.
Asset-based investing involves putting money into tangible assets—such as real estate, energy infrastructure, or mineral rights—that produce long-term, stable cash flows. This strategy provides income and can hedge against inflation.
Examples include real estate income, royalties, dividend-paying stocks, and oil or mineral rights. GTM Holdings offers several asset-based strategies designed to generate consistent passive income.
A diversified portfolio spreads your investment across various asset types and sectors to reduce risk. It balances growth, income, and stability for smoother returns over time.
This approach focuses on growth over time rather than quick profits. It’s ideal for building wealth, securing retirement, and achieving financial independence.
Inflation erodes purchasing power. Investments that outpace inflation—such as real estate, commodities, or dividend growth strategies—help preserve and grow your wealth.
These are investments that hold or increase value during economic downturns. Examples include essential services, energy, real assets, and private lending vehicles.
Performance is measured by returns (ROI), cash flow, appreciation, and risk metrics. GTM Holdings provides transparent reporting and benchmarks to track your investment’s progress.
ROI measures the profit generated from an investment relative to its cost. It's a key metric to evaluate success and efficiency.
This depends on the investment type. Some offer quarterly or annual distributions, while others generate returns at exit. We provide clarity on timelines and expectations up front.
Compound interest is when you earn returns on your initial investment and the returns themselves. Over time, this leads to exponential growth and is a cornerstone of long-term investing.
Yes, all investments carry some risk. That’s why working with experienced partners and choosing risk-mitigated diversified strategies is key to protecting your capital.
Yes, certain investments—like oil and gas, real estate, and life settlements—offer deductions, depreciation, or tax-advantaged income. GTM Holdings helps structure investments with tax efficiency in mind.
An accredited investor meets specific income, net worth, or professional criteria defined by the SEC, which allows them to invest in private market opportunities not available to the general public.
• Generally, an individual must meet one of the following: Earn an annual income of $200,000 (or $300,000 with a spouse) for the last two years, with the expectation of a similar income in the current year.
• Have a net worth exceeding $1 million, excluding the value of their primary residence.
• Hold certain professional certifications (e.g., Series 7, 65, or 82 licenses), or be a 'knowledgeable employee' of a private fund.
A non-accredited investor does not meet these criteria. While they may still participate in some regulated investments, they are often limited in the types of opportunities available due to investor protection laws.
You’ll typically receive K-1s, 1099s, or tax summaries depending on the investment. We provide all necessary documents in your investor portal during tax season.
It depends on the asset and structure—some are taxed as capital gains, others as ordinary income. Tax efficiency is a core part of our investment strategy.
While it’s not required, a financial advisor can help align your investments with your overall financial plan. Our team is available to work with your advisor for seamless coordination.
Private investments come with legal and regulatory considerations. GTM Holdings ensures full compliance and transparency to protect our investors and maintain trust.
Yes. GTM Holdings offers a secure investor portal where you can view performance, access documents, and stay updated on your portfolio.
Our investor portal includes dashboards with real-time updates, performance metrics, and historical data to keep you informed and confident.
Liquidity depends on the specific investment terms. While some are long-term commitments, we always disclose exit options and timelines before you invest.
What kind of reports or statements will I receive?
At least quarterly—or any time your financial goals or market conditions change. We provide tools and reports to support proactive decision-making.