Alternative Investments
Innovative Alternative Investment Strategies
Our mission is to provide our valued clients with innovative investment strategies, appropriate for their goals and proportionate to their appetite for risk.
As the volatility of the stock market increases, it can be difficult to know where to best put your money. Because of this, alternative 
investments are playing an increasingly important role in client portfolios as investors seek new, differentiated opportunities that may provide the potential for high returns uncorrelated to the traditional equity and fixed income markets.
Recognizing this, we assist both novice and sophisticated investors alike to better understand the alternative investment opportunities available and help educate investors on these alternative opportunities that may help them grow their assets while further diversifying their investment portfolio.
Alternative investment is an investment product that can compliment traditional investments such as stocks, bonds or cash. They are investments that provide unique risk and return properties not found easily in traditional stock or bond investments. Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of their complex nature, limited regulations and relative lack of liquidity. Despite their unique characteristics, alternative investments can be defined at a basic level by their ability to utilize a wide array of trading techniques and employ greater leverage in the market place.
Some of the more common alternative investments strategies are:
 Real Estate Investment Trusts ( REIT) It's a trust company that accumulates a pool of money, through an initial public offering (IPO), which is then used to buy, develop, manage and sell assets in real estate. REITs invest in shopping malls, office buildings, apartments, warehouses and hotels... | 
Equipment Leasing An Equipment Leasing Program is a pool of investors who purchase equipment and lease it to businesses. The investor s receive tax benefits and income for their participation. | 
Managed Futures Managed Futures are an asset class whereby professional commodity trading advisors trade assets using global futures markets as an investment medium. They are futures positions entered into by professional money managers. known as commodity trading advisors, on behalf of investors. Managers invest in energy, agriculture and currency markets (among others) - trading short or long - using futures contracts and determine their positions based on expected profit potential. |
 Oil & Gas Programs Oil & Gas Programs are direct investments that pool individual funds to acquire direct interests in oil or natural gas drilling projects. | 
Clean Technology Clean Technologies are technologies that use energy, water, and raw materials and other inputs more effeciency and productivity. | 
Other Alternative Investments If you are an accredited investor who meets the below requirements and would like to learn more please call us for further details:
In order for an individual to qualify as an accredited investor, he or she must have a net worth exceeding $.1.5 million, either individually or jointly with his or her spouse. |
Alternative investments are not open to everyone and involve some risks, Alternative Investments are suited for accredited investors
because they tend to have a higher risk tolerance levels. In order for an individual to qualify as an accredited investor, he or
she must accomplish at least one of the following:
· Earn an individual income of more than $200,000 per year, or a joint income of $300,000, in each of the last two years and expect to reasonably
maintain the same level of income.
· Have a net worth exceeding $1 million, either individually or jointly with his or her spouse.
· Be a general partner, executive officer, director or a related combination thereof for the issuer of a security being offered
Investing in alternative investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to
bear the high economic risks of the investment, which can include: Loss of all or substantial portions of investment; lack of liquidity; volatility of returns;
restrictions on transfer; lack of diversification and higher risk due to concentration; absence of pricing or valuation; delays in tax reporting; higher fees and
less regulation than other investments; and unproven or inexperienced managers.
Investors must be provided and should carefully read the related Offering Memorandum or prospectus, which will contain the information needed to
evaluate the potential investment and provide important disclosures regarding risks, fees and expenses. No offer of any interest in any products will
be made in any jurisdiction in which the offer, solicitation or sale is not authorized, or to any person to whom it is unlawful to make such offer, solicitation
or sale.
AN INVESTMENT IN oil and gas partnerships INVOLVE A HIGH DEGREE OF RISK AND SHOULD BE UNDERTAKEN ONLY BY PERSONS WITH FINANCIAL
RESOURCES SUFFICIENT TO ENABLE THEM TO ASSUME SUCH RISK AND TO BEAR THE TOTAL LOSS OF THEIR INVESTMENT. PLEASE REFER TO THE
SECTION ENTITLED “RISK FACTORS” IN THE PPM FOR A SUMMARY OF SEVERAL OF THE PRINCIPAL RISK FACTORS. PROSPECTIVE INVESTORS
SHOULD FULLY UNDERSTAND AND EVALUATE THESE RISKS, IN ADDITION TO THE OTHER FACTORS SET FORTH IN THE MEMORANDUM, BEFORE
MAKING AN INVESTMENT DECISION.
If any of these asset classes sound interesting to you, we would like to schedule a time to further discuss this opportunity.