Alternative Investments

Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), and other specialty and hybrid investments are available for select clients who meet specific requirements in order to consider them as viable options. An appropriate proportion of an investor’s wealth portfolio may be allocated to alternative investments, but will vary greatly from investor to investor based on individual investment objectives, income level, tax position, liquidity needs, risk tolerance, and possible accredited status.

The marketplace is ever-changing, and we review new products according to our due diligence standards, to stay at the forefront of investment opportunities.