Alternative Investments

Based on your financial situation and lifestyle, gain access to exclusive alternative investment opportunities in private markets such as multi-family housing, farmland, hospitality, self storage, restaurant licensing, seniors housing, oil & gas, and beyond. We emphasize the importance of a diversified portfolio across a range of investments to optimize returns and manage risk effectively.

We see private markets as embodying the qualities that public markets once held—offering access to a diverse range of resilient, well-established businesses that drive much of the U.S. economy. With the shift in these dynamics, the roles of public and private markets within the broader economic landscape have also changed.

FAQs

  • An alternative investment is a financial asset that doesn't fit within the traditional investment categories like stocks, bonds, or cash. These investments can encompass things like private equity, venture capital, hedge funds, managed futures, art and antiques, commodities, and derivatives contracts. Real estate is also commonly considered an alternative investment.

  • We offer a range of alternative investments, including self storage, seniors housing, multi-family real estate, private equity in restaurants, farm land, oil & gas, hospitality, and more.

  • Most alternative investments are limited to Accredited Investors, while some are available to the general public. Reg A investments are a type of offering that allows non-accredited investors to participate.

  • Accredited investors are individuals with a net worth over $1 million, excluding their primary residence, or an annual income of at least $200,000 (or $300,000 when combined with a spouse's income) in each of the last two years. Additionally, financial professionals holding FINRA Series 7, 65, or 82 licenses may also qualify as accredited investors.

  • We've built relationships with our sponsors which allow us access to these investments as members of an RIA. Everyday investors can usually not access these deals on their own.

  • Alternative investments are regulated by various agencies depending on the type of investment. For example, these investments are typically overseen by the Securities and Exchange Commission (SEC), the North American Securities Administrators Association (NASAA), and/or the Financial Industry Regulatory Authority (FINRA). These investments often have less regulatory oversight compared to traditional investments like stocks and bonds, which can lead to higher risk.

    Additionally, Regulation Best Interest (Reg BI) requires broker-dealers to act in the best interest of their clients when recommending securities transactions or investment strategies. This regulation aims to enhance the quality of advice and ensure that investors' interests are prioritized over those of financial professionals. Combined with due diligence and a clear understanding of the investment’s structure, fees, and risks, these regulations contribute to safeguarding investor interests in alternative investments.