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Schedule a call

Book a 15-minute call with Jeremy Cohen

Jeremy Cohen, Vice President, Investor Relations, Miami Desk

Jeremy is a member of the Investor Relations team at Ballard Global. Ask questions, see how private credit compares with CDs and bonds, and decide whether it fits. No pressure.

What we'll cover in 15 minutes

  • Your goals: income, growth, or a planned future need
  • How the Flex Fund works: 7.00%–13.00% fixed net APY depending on term and payment choice, terms from 6 months to 7 years
  • Whether it's a fit: accredited investors only

Why investors choose Ballard Global

  • Since 2002. Never lost investor principal.*
  • $111M+ invested by 400+ investors.*
  • Every scheduled Flex Fund payment made in full and on time since inception.*
  • Third-party administered. A separate professional fund administrator supports the Flex Fund.

"I have found Ballard to be attentive and helpful. They respond quickly to my questions and guide me through the issues I find difficult or confusing. I sleep better at night knowing that I have Ballard Global as an ally I can trust."

— Don M., Retired Physician

About Jeremy: Jeremy Cohen is Vice President, Investor Relations, Miami Desk, at Ballard Global.

*Company-reported through September 30, 2026, across all Ballard Global offerings. Past performance does not guarantee future results. Testimonials are from current Ballard Global investors who were not compensated for them. Individual experiences may vary.

This material is for informational purposes only and is not an offer to sell or a solicitation to buy securities. Available only to verified accredited investors under Rule 501(a) of Regulation D; offerings are made under Rule 506(c) and only through a Private Placement Memorandum, which contains important information, risks, and terms. Fixed net APY depends on the selected term and payment choice. Payment of principal and interest is not guaranteed. Securities are offered through Ballard Global and/or Finalis Securities LLC, Member FINRA/SIPC. Ballard Global is not a registered broker-dealer, and Finalis Securities LLC and Ballard Global are separate, unaffiliated entities.