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ALTERNATIVE INVESTMENTS

We help our clients allocate to real estate, private equity and debt, hedge funds, and other private strategies.


We source, research, and advise on institutional-quality alternative investments, for clients who meet the various following thresholds:

 


Accredited Investors

Net worth greater than $1M or earned income that exceeds $200k (or $300k with a spouse) in each of the prior 2 years.


Qualified Clients

Net worth greater than $2.1M.


Qualified Purchaser

Net worth greater than $5M.

*The above Net Worth definitions exclude the value of home equity and associated mortgage debt. The above is for educational purposes only. Contact us to discuss qualification and eligibility.

ARE ALTERNATIVE INVESTMENTS A SUITABLE INVESTMENT FOR YOU?


Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by an advisor), will be profitable or equal any historical performance level(s).