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Phone 800.340.6743

Investment Management

Your net worth sets you apart. So does your income. You're an accredited investor who demands innovation and sophistication in the financial opportunities you consider. Our Advanced Services division was designed for you.

UNIQUE INVESTMENT OPPORTUNITIES

We don't rely on off-the-shelf products, solutions and strategies. We`re not attracted to the simplest solutions, nor the most popular or the easiest to sell. We're looking for unique and appropriate opportunities for our clients. Our goal is to set industry trends and not follow them.

There are alternatives to stocks, bonds and mutual funds that could add a new dimension of diversification to your portfolio. Some of the areas we consistently work in include:

  • Diversified Real Estate
  • Energy and Natural Resources Hedge Funds
  • Leasing and Loan Portfolios
  • Private Note and Bond Offerings
  • Venture Capital and Private Equity
  • Advanced Services

Your net worth sets you apart. So does your income. You're an accredited investor who demands innovation and sophistication in the financial opportunities you consider. Our Advanced Services division was designed for you.

Throughout the year, we have unique opportunities for accredited investors to learn about private investment opportunities. Register below to find out more about these opportunities or to attend a meeting. This is designed for individuals and institutions that are accredited investors defined as: Any natural person whose individual net worth, or joint net worth with that person's spouse, at the time of his purchase exceeds $1,000,000; Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year.