Asset Trader
Anthony Wayne March
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- Asset Trader
- Industry
- Charitable gift annuities / exit planning via nonprofit
- How investors were recruited
- Used nonprofit's tax-exempt status to solicit donations and recruit referral sources to reach potential donors
- Pitch & red flags
- "charitable gift annuities" pitched as tax-deductible donations with retirement income