Capital Management and Alternative Investments

Individual Stocks and Bonds

Take control of your investments with a diverse portfolio of individual stocks and bonds. Whether you’re seeking growth, income, or a balanced approach, we provide expert guidance to help you make informed decisions and build a portfolio aligned with your financial goals.

REITs (Real Estate Investment Trusts)

Invest in real estate without the hassle of direct ownership through REITs. These professionally managed portfolios offer exposure to commercial, residential, and industrial properties, providing potential income and diversification benefits.

Limited Partnerships

Explore opportunities in limited partnerships, offering access to unique investment opportunities in sectors like real estate, energy, and private equity. We help you evaluate risks and potential returns, ensuring your investment aligns with your overall strategy.

Hedge Funds

Enhance your portfolio with hedge funds, designed to achieve high returns through diverse strategies like long/short equity, global macro, and arbitrage. We guide you through the complexities of hedge fund investing, helping you find opportunities that match your risk tolerance.

Private Placements

Access exclusive investment opportunities through private placements, offering potential for high returns and portfolio diversification. We help you navigate the regulatory requirements and evaluate opportunities to ensure they fit your investment goals.

Managed Futures

Diversify your portfolio with managed futures, where professional managers use futures contracts to achieve returns in various market conditions. We assist you in understanding the risks and benefits of this strategy, helping you achieve greater diversification.

Venture Capital

Invest in the future with venture capital opportunities, providing capital to early-stage companies with high growth potential. We help you identify promising startups and navigate the risks associated with this dynamic investment space.

Real Estate Syndication Funds

Participate in large-scale real estate projects through syndication funds, pooling resources with other investors for access to high-value properties. We guide you through the process, helping you achieve passive income and long-term appreciation.

Private Equity

Invest in private companies through private equity, offering the potential for significant returns through buyouts, growth capital, and restructuring. We help you evaluate opportunities and manage risks, ensuring your investments align with your long-term goals.

Structured Growth and Income Notes

Enhance your portfolio with structured notes, combining growth potential with income generation. These customized investment products offer tailored returns based on underlying assets, providing a balance of risk and reward to suit your financial objectives.

Qualified Opportunity Zone Funds

Capitalize on tax incentives while investing in economically distressed areas through Qualified Opportunity Zone Funds. We help you navigate the complexities of these funds, ensuring you maximize tax benefits while contributing to community development.

Oil and Gas Partnerships

Invest in the energy sector through oil and gas partnerships, offering potential for high returns through direct participation in exploration and production. We provide insights and analysis to help you make informed decisions in this high-risk, high-reward space.

CDs (Certificates of Deposit)

Preserve your capital while earning a guaranteed return with Certificates of Deposit. We help you select the right CDs to fit your risk tolerance and liquidity needs, ensuring your money grows safely over time.