Investments that fall both Inside & Outside the Traditional Box
As a truly independent fiduciary advisory firm, we are not beholden to using any investment firm's products. In addition, we are never compensated for having our clients use any particular investment product or strategy. With that in mind, we can look across the entire investment universe and choose the investments and strategy that we believe will best serve our clients.
In The Box
Being independent, we have access to thousands of investment products from dozens of investment firms to choose from, these include but not limited to:
- Traditional open-end mutual funds (index and active)
- Closed-end funds
- Interval funds
- Exchange traded funds (index and active)
- Indvidual listed stock
- Over-the-counter stock
- US Treasury bonds
- Municipal bonds
- Individual corporate bonds
- Non-investment grade bonds
- Tradable & non-tradable REIT's (Real Estate Investment Trusts)
- Brokered CD's and Money Market funds
- Use of derivatives (long call, short call, long put, short put options)
Outside The Box
In addition to the above securities, our qualified clients have access to pre-IPO / private investment opportunities through relationships that we have built. While these investment opportunities can offer substantial upside, they typically carry more risk and this risk must be considered prior to investing.
Some of the recent private investments that have been made available to our clients include some notable names: SpaceX, Stripe, Reddit, & Anduril.
