Services

Accessing alternative assets can be difficult for individuals and businesses. While investing in private and non-traded markets can provide a higher level of portfolio diversification, there are associated risks including illiquidity, speculation, and risks of the underlying markets.  As a result, many traditional financial firms shy away from these products and lack both the access and experience to implement complex strategies using alternative asset classes.  That’s where we come in. We work as an extension of your financial team to help you achieve your financial goals. Our services to help meet these goals include:

Investment Brokerage

  • Natural gas and other energy direct participation programs
  • Private equity and debt
  • Real estate limited partnerships
  • Non-traded REITs
  • 1031 real estate exchanges and DSTs
  • Managed funds
  • Qualified opportunity zones (QOZs)
  • Municipal securities
  • Investment banking and business brokerage
  • Loan brokerage and debt capital sourcing

Investment Advisory

  • Complement your traditional advisory and planning team
  • Diversify returns outside of stocks, bonds, and cash
  • Generate non-correlated growth and income
  • Mitigate income tax through shelters and
    advantaged cash flows
  • Reduce market volatility and risk
  • Hedge against inflation
  • Create tax efficient retirement solutions for you or your business

Life Insurance

  • Personal life insurance coverage and estate planning
  • Coverage for accumulation and protection
  • Infinite banking strategy implementation
  • Complex case designs
  • 1035 policy exchanges
  • Multi-carrier platform
  • Direct access to lenders for premium financing

Business Insurance

  • Business continuity coverage and succession coverage
    • Buy-sell agreements
    • Cross purchase
    • Entity purchase
    • Key person
  • Credit line coverage
  • Debt coverage
  • Employee and executive benefit solutions