ALTERNATIVE INVESTMENTS
Our investment strategy is to find unique products to supplement your portfolio. Whether you are trying to preserve capital or swing for the fences we are always seeking unique investment opportunities you will not find elsewhere.
REAL ESTATE
Unique Real Estate Investments. Infrastructure development for the top home builders in America, such as DR Horton, Lennar, Ryan Homes, Meritage, and hotel developments for top tier brands such as Marriott.
PRE-IPO
Experience Matters. We have proccessed and liquidated over $1 billion in secondary market "pre-IPO" transactions in over 25 private funds. We have access to hundreds of "unicorns." We work with you to curate a portfolio of these private companies.
TAX ADVANTAGED INVESTING
Take advantage of tax favored investment structures. We work with top professionals and 'A' rated partners to maximize your after-tax return, including John Hancock, AXA Equitable, Allianz, Prudential, Nationwide, Lincoln National Life, Mass Mutual LIfe, and Metlife.