Alternative investments may play a role in constructing your investment portfolio. However, these types of investments are ill-suited for many clients. Therefore, we generally reserve alternative investment opportunities for clients who are in a position to commit a minimum of $500,000 as a small percentage of their total investment portfolio.
- Hedge Funds
- Private Equity Opportunities
- Private REITs
- Venture Capital Opportunities
- Angel Investing
We know how important it is to perform proper due-diligence prior to any investments. We meticulously search for strategic partners and alternative investment opportunities that best suit your goals and objectives without sacrificing our need for integrity.
We are very particular about sharing such opportunities. We will not solicit or share such information with clients unless their investable assets exceed the minimum requirements set by and required under industry regulations. If you would like to be considered for such opportunities in the future, please CLICK HERE to answer a few questions and provide us with your contact information.