| Alternative Investments |
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| Alternative investments may also play a role in constructing your investment portfolio. However it is generally understood that these types of investments are ill-suited for everyone. Therefore we generally reserve alternative investment opportunities for clients who are in a position to commit a minimum of $500,000 as a small percentage of their total investment portfolio to such opportunities. |
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| Alternative Choices |
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- Hedge Funds
- Private Equity Opportunities
- Private REITs
- Venture Capital Opportunities
- Angel Investing
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We know how important it is to perform proper due-diligence prior to any investments. Therefore, we search meticulously for strategic partners and alternative investment opportunities that we feel will best suit your goals and objectives without sacrificing our need for integrity when considering such opportunities.
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We are very particular about sharing such opportunities. Therefore, we will not solicit or even share such information with clients unless their investable assets exceed the minimum requirements set and required under industry regulations. If you would like to be considered for such opportunities in the future, please CLICK HERE to answer a few questions and provide us with your contact information.
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