By virtue of our experience and relationships in the industry

We get access to many private investment opportunities that may warrant

our doing additional due diligence on to see if they’d be a good fit for our clients.


Although we have significant expertise in private investing,

for most investors with less than $5mm in assets under management, we concentrate on our growth strategies that are built using publicly traded securities.

For those with more resources, there are significant opportunities that can be found in the arena of private investments and alternative investments.

When we consider a private investment, we look for attractive risk-adjusted-return profiles and then due additional due diligence to see if they pass muster. If they do, we share them with our clients when we believe there is a fit between their goals and the investment’s profile.

Sometimes, clients bring deals to us and ask for our help to evaluate their merit. Clients are often too busy to do a thorough analysis themselves and like the idea of having an objective third-party team that can conduct due diligence on their behalf. Sometimes, we are able to help save the client from making hasty investment decisions. Other times, clients bring us deals that stand up to the scrutiny and are compelling -- and we in turn then share those with other clients, who benefit from our tight knit community of high net worth investors.


Past private investments have included

1

An Israeli bio-tech company focused on reducing the need for breast cancer removal “redo” surgeries with applicability to many other types of cancer

2
A seed-round in a gaming org led by a high profile management team
3
Distressed investment fund that benefits from economic upheaval
4
A DIP financing fund
5
A residential collateralized niche lending fund
6
A Salesforce eco-system financial forecasting SAAS start-up.

Want to see if private investments are right for you?

I. An Israeli bio-tech company focused on reducing the need for breast cancer removal “redo” surgeries with applicability to many other types of cancer
II. A seed-round in a gaming org led by a high profile
management team
III. Distressed investment fund that benefits from economic upheaval
IV. A DIP financing fund