​Investments that Fall Both Inside & Outside the Traditional Box

In The Box
As a truly independent fiduciary advisor we have access to thousands of investment products to choose from, these include:

• 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.