For high net worth investors who are looking beyond traditional investment options.
For some people, traditional investments are simply not providing the sustained growth they are looking for. For those looking for these alternative deals, we provide access to opportunities from the venture and real estate world. We provide due diligence for the investors who are interested in investing beyond stock and bond investments.
These opportunities are only available to those clients who can afford to take on the higher level of risk associated with such deals. Investors in these private deals must be "Accredited Investors" as defined by the US Securities and Exchange Commission.
The questions we address with our alternative investments service:
What is an alternative investment, private placement, or private venture fund?
How can I get involved with something outside of the stock market?
What can I expect from a private investment opportunity?
What are high net worth people investing in?
Is there a way to access local private deals?
We work closely with retirees to help them stay on the track to optimal retirement so that they are able to live their desired lifestyles during some of the best years of their lives.