Alternative Investments

We believe traditional investment vehicles including stock, bond, mutual funds, and CD’s are necessary for a diverse portfolio. For accredited investor clients whose life goals and risk tolerances suggest alternative strategies, we have created hard money lending opportunities and micro-cap private equity funds.

* This is neither an offer to purchase nor a solicitation of an offer to sell. Any offer is made soley to Accredited Investors by the Private Placement Offering Package and the Offering Package should be carefully read prior to any decision to invest.