An independent, boutique investment firm specializing in 1031 Exchanges and Private Investment Offerings.
I help affluent investors enhance their portfolios through sophisticated, non-traditional investments that are almost always overlooked by the mainstay investment houses.
This is accomplished by providing access and guidance to private investments – the types of investments that institutions, foundations, and the ultra high-net-worth have utilized for decades.
While many proposed strategies may seem new and unfamiliar, the investment philosophy behind them is time-tested, common sense and prudent:
There is a tremendous disconnect between affluent investor’s needs and the solutions provided by most investment firms. Wealthy investors intuitively understand that there are better opportunities than so-called “model portfolios.”
