For both accredited and non-accredited investors, the future of investment management is common sense investing.
Alternatives have come from necessity. Projects need capital, investors need diversification.
venture capital
Jeff sometimes calls this adventure capital. Exciting start-ups with incredible potential. Some will fail, some will not.
private equity
In the U.S., there’s fewer than 5,000 publicly traded companies and over 33 million small businesses. Private equity looks for well-established companies that have grown and still have more room to grow.
real estate
Whether for growth, income or both, the world of real estate is immense. We’ve narrowed it down to the companies, asset classes and approaches we like best.
Energy: Fossil, Solar, Wind
Whether you consider it the past, the present or the future of energy, private capital into energy projects can make a lot of sense for a variety of reasons.
Private credit
In high-rate environments, bank loan alternatives can make sense for individuals and large companies too.
specialty assets
How big is your imagination? View offerings or call now to explore more.