Our opportunities
Private Investments
Our professional network is comprised of industry leading partners, many of whom we have done business with for multiple decades, and affords us private opportunities that many advisors cannot or will not consider.
The public market no longer offers the breadth it used to.
Direct Investments
We view direct investments as opportunistic, rather than programmatic; direct investments typically carry an increased risk profile and are not suitable for every investor. Each investment opportunity is meticulously evaluated, as are the people behind it.
Fund-of-Funds
Incorporation of multi-managed private investments offers broad diversification and asset allocation where our client partners gain broader exposure and risk reduction. Discussion of fund-of-fund opportunities is reserved for investors who become clients, as opportunities are proprietary.
Private Funds
We manage and operate several private funds in strategic alternative asset classes, such as life settlement, private credit and real estate. Access to these nonconventional investments widens the path for client value and risk mitigation.
