OUR SERVICES

Leveraging our highly experienced team, our portfolio companies, and strategic partners..
We are able to provide a range of services, directly or through referral.

CONSULTING SERVICES

  • Development of a Capital Campaign Strategy for Start ups, Small to Mid-Size Businesses.
  • Development of an investment policy statement
  • Investment manager evaluation and selection
  • Ongoing manager research and analysis including:
  • Open communication directly with the Client Relationship Manager
  • Access to quarterly calls and in-person visits
  • Quarterly reviews with the investment team
  • Portfolio analysis and performance attribution
  • Customized portfolio for each client based on factors such as risk tolerance, time horizon and projected spending requirements
  • Sophisticated menu of alternative investment opportunities including hedge fund of funds, private equity and commodities

ADDITIONAL ACCOUNT SERVICES

  • Reg A+, Reg D Capital raise

  • Bond Consulting Preparation

  • Merger & Acquisition Consulting

  • Credit Repair

  • Private Equity Investments in Real Estate (Commercial, Industrial, M-1 Zoned Properties, Opportunity Zone, Enterprise Zone), Financial Technology, and Mezzanine Financing.