Skip to main content Skip to footer

What is an accredited investor?

Accredited investors are defined as having a net worth over $1 million (excluding primary residence) or income over $200,000 (individual) or $300,000 (household) in each of the prior two years, and reasonably expect the same for the current year.

How safe is this investment?

While no investment is entirely safe, our funds are backed by considerable asset coverage. Capital is quickly invested to purchase new assets that have a significant history of increasing in value over time. Further, we have developed relationships that allow us to maximize profitability in the face of market fluctuations. For more information on how we structure our funds, please contact us!

Can I access my principal investment early?

You can access your principal investment early based on the type of fund you have subscribed to. In some situations, this will result in a breakage fee. We have 3-year, 5-year, 10-year, and 10+-year products – it is advisable that you select an option best suited to your situation.

Are Bourbon Reserve investment products available in my state?

All of our investments are available throughout all of the United States.

Does The Bourbon Reserve provide investment statements?

Once an investment is made, you gain access to an investor portal with annual statements and analysis information available on demand.

Can I invest through a trust or corporation?

You can invest through any domestic legal entity that has either a United States tax ID or a United States social security number.

How is my investment taxed?

Bourbon Reserve investments are taxed as many other types of investments. You will receive a K1 at the end of the calendar year for any distributions.

Do I need to work with a broker?

Not necessarily. We work directly with investors to eliminate unnecessary brokerage fees and commissions.

Can I speak to someone about my investment?

Of course. The investor relations team can be reached by email at We will have the correct team member reach out to you based on your question or situation.

How is the fund structured?

Each trust (WEIT) is established as a stand-alone LLC with The Bourbon Reserve as the Managing Member.  Funds are registered with the SEC under 506c.

The Start-up cost for our 36-month WEIT is <12%, leaving 88% or more of the investment allocated to the acquisition of bourbon.

As a new fund, what are the differentiators to consider in lieu of a track record of success?

The Bourbon Reserve has many advantages.  Integrated supply chain, low acquisition cost, an executive team from finance, manufacturing (spirits specifically), and tech.  Additionally, The Bourbon Reserve features ideal geographic location and weather for the storage and aging of bourbon, as well for logistics and shipping. 

Is the fund pro rata?

Yes.  We estimate our annual growth on the 36-month WEIT to be 18% to 20.5% with a 36-month target ROI of 75%.  However, in the event that the market proves even more robust, investors will benefit from a yield reflective of their equity ownership.

The Cardinal Whiskey Equity Investment Trust (WEIT) is a ten-year $3 million fund of more than 1750 barrels with an anticipated annual return starting after a 3-year maturation period of 17-41%. With the 10-year fund structure, this is an annualized return of >40% after 10-years.  Please don’t hesitate to request the prospectus.

Who is the producer of the bourbon in which we’re investing?

Toledo Spirits Company is the primary producer of the bourbon with several diverse distilleries available to support supply. We believe in careful consideration of your bourbon as well as redundancy! Toledo Spirits is following the mashbill of its Lowertown 99 for The Bourbon Reserve:

Is my investment protected against disasters such as warehouse fires and floods?

Yes.  The barrels will be appraised annually and insured accordingly.

Can you elaborate on the tax benefits of this trust?

Your investment will be subject to the benefits of being classified as a long-term capital gain.  Additional attributes of this structure should be discussed with your tax professional.

Is there ownership of the whisky cask?

Depends on the buyer. We have excluded the physical barrel from our revenue calculations because in some circumstances, say domestic buyers, the barrel is part of the purchase. International buyers are more likely to choose "bulk" options where the bourbon is transferred to a larger container that is more conducive to shipping.

Can you tell me more about the IRA option?

We use an intermediary and custodian of IRA assets. As part of your onboarding process, if you choose to use IRA funds, we will put you in contact with the agent that will guide you through the simple, streamlined process. 

I’d like to create my own label.

We can coordinate this subject to additional bottling and transport fees with an investment minimum.

I’m in! How do we proceed?

Please Create An Account. We will contact you for an onboarding discussion. Next, we will provide you a PDF of the documents for your review. All documents are executed via Docusign. Welcome to The Bourbon Reserve!

Do you have actual data that shows other bourbon reserves go up 20-25% annually? I hear that this may be true, but I also heard something about whisky being undervalued in the past.

Yes. And the pricing in our model for 2+year bourbon is based on 2022 bulk numbers. to keep our projections as conservative as is reasonable.

Why is Kentucky or Tennessee Whisky so prized? Sourcing yours in Ohio, from an unknown brand, why would people pay the same premiums?

The first part of this question is to delve into the history of bourbon (and whiskey).  To touch on it, Kentucky is famous for bourbon largely because that is where it began (actually in TN but KY is attributed) and where it took its stronghold in American culture.  The climate and conditions are perfect for aging bourbon as well.  The conditions we have on the Maumee River in Ohio are exceptional for storing and aging bourbon, this factor in no way compromises quality or integrity, it is a major strength of what we offer.

Our target customers are focused on "bourbon" and not specifically Kentucky. They are buying bourbon in bulk, most commonly from a distillery in Indiana, and building their brand around that. But yes, we work hard to do to get in front of importers and brands in our target international markets of Europe and Asia.

I believe it’s super rare whiskey that has the highest ROI. Is your whisky “rare”?

I believe you're speaking more to rare bottles or single barrels here. There is a big difference between what we're doing and the rare bottle that fetches $50K on the auction block with staggering ROI. It’s really important to not conflate our bulk bourbon business with rare bourbon offerings. Those prices can fluctuate dramatically and the value is often based on perception. 

One competitor ages for 8 years to justify the offering of "rare" bourbon, which we will incorporate into our next wave of offerings. "Rare" is a great term that our customers can also use to market the bourbon they buy from us. Our business model is based on bourbon as a commodity, like a fabric manufacturer selling material to a couture designer.

If this is a registered security, has the SEC weighed in?

As stated above, the WEIT funds are not registered securities.  The SEC has not "weighed in" on these offerings.  However, it is important to note that, even when a security undergoes full SEC registration, the SEC does not validate the investment.  Rather, the SEC simply validates things like the size of the offering, what the money can be invested in, etc. SEC registration does not guarantee investment returns or "quality of investment".   

Interested in the Global Bourbon Market?