Investment Management

  • Complimentary Review of your current portfolio and risk profile
  • Client Specific Target Rate Return Portfolios
  • Asset Allocation Modeling
  • ETF Portfolios (Risk Based Asset Allocation Models)
  • Public Non-Traded REITS-Investment Grade Commercial R/E
  • Preferred Stock
  • 1031 Tax-deferred Exchanges
  • Direct R/E ownership with IRA assets
  • Private Placements (Accredited Investors Only)
  • Hedging and Monetization of Concentrated securities
  • Tax Efficient Strategies
  • Securities Lending
  • Coordinating your asset allocation with company sponsored retirement plans
  • Comprehensive performance reporting and benchmarking
  • 24×7 fully encrypted vault for account access, position summaries with analyst commentary
  • Account Aggregation opportunities regardless of custodian
  • Alternative investment strategies
  • Capital and Economic Forecasting