By virtue of our experience and relationships in the industry

We get access to many private investment opportunities. A select few are chosen

to examine more closely. If they pass muster after our due diligence process, we then look to see which of our clients would benefit the most from utilizing that particular investment or strategy to help them meet their goals.

By virtue of our experience and relationships in the industry, We get access to many private investment opportunities. A select few are chosen to examine more closely. If they pass muster after our due diligence process, we then look to see which of our clients would benefit the most from utilizing that particular investment or strategy to help them meet their goals.


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 do 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

Distressed investment fund that benefits from economic upheaval

2

Real estate backed lending fund (residential real estate in central Texas)

3

A DIP financing fund

4

In-fill lot development partnership focused on attainable housing

5

Diversified litigation financing fund

6

A venture capital investment into a Tel-Aviv based bio-tech firm

IMPORTANT NOTE: although our primary focus is on investment performance, we remain alert to investment opportunities that are "double bottom line" businesses. Those are businesses that focus on profit but whose mission directly generates positive social impact. Investing in these kinds of businesses, where your capital is also doing good in the world is also known as "impact investing."
 
In the example list of investments above, it is worth noting that three of the six investments above generate positive social impact in one way or another. If aligning your values with your investments is of interest to you, be sure to share that with us. We would love to help you implement your investment plan with that in mind.

 

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