Domestic & Off-Shore Wealth Management

We practice a core belief that management of our individually designed client portfolios are best delivered to minimize volatility, and maximize consistency of return, when their investments utilize a triple diversification** approach; a combination of Strategic, Tactical and Alternative Investment* strategies.   To accomplish such we utilize combinations of the following:

Traditional Investments

Fee Based Portfolio Review & Analysis

Stocks, Bonds & Mutual Funds

Exchange Traded Funds – ETF’s

Separately Managed Accounts

Laddered Bonds

Tax-Free Bonds & Bond Funds

Unit Investment Trusts

Fixed & Variable Annuities

Immediate Annuities

ESOP 1042 Qualified Replacement Property

Alternative Investments

Commodity & Hedge Fund Portfolios

-Steben Managed Futures https://www.steben.com/futures.php 

-Altegris Managed Futures http://www.altegris.com/ 

Oil & Gas Ventures

-Atlas http://www.atlasenergy.com/ngdp/faqs.aspx 

-Penneco http://www.penneco.com/ 

Non-traded REIT’s

-Grubb & Ellis http://www.gbe-reits.com/Healthcare2/ 

-KBS https://www.kbs-cmg.com/~/REIT_III/kbs_reitIII_info.htm 

-WP Carey http://www.wpcarey.com/cpa-programs.aspx 

Equipment Leasing Ventures

-Cypress http://cypressleasing.com/ 

Tenants in Common (TIC’s) – 1031 Exchange or Cash Investors

-Inland http://www.inland-investments.com/isc.shtml 

Senior Secured Debt Portfolio's

-Franklin Square http://www.fsinvestmentcorp.com/ 

Private Equity

-Central Park Group http://www.centralparkgroup.com/ 

Off-Shore Investments

We are among an elite selection of advisors that provide portfolio management services to the trustees of a client’s foreign trust held assets in a fashion that integrates with their overall personal, business and family wealth planning.  For our clients with off-shore trust assets, we consult to portfolio design, coordinate asset allocation with the bank trustee of the foreign trust, coordinate integration of the management of the trust’s asset allocation** in relation to the client’s domestic assets, and provide reviews of performance of the clients domestic and foreign trust assets.  

*Alternative Investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as securities and mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.  These investments may not be appropriate for all investors.

**Neither Diversification nor Asset Allocation guarantee against loss.  They are methods used to help manage investment risk.

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