Our Mission
To assist you in helping clients get to and through retirement with more wealth and comfort and then leave a legacy consistent with their fullest hopes and dreams by giving you additional tools & tactics that help you manage their investment portfolios in a more sophisticated manner, helping them to keep more of their money during economic downturns and pay less in taxes wherever possible*.
“Money is the best employee you could ever have. It can work tirelessly and efficiently for you 24 hours a day, so long as you manage it properly.”
–James D. Clark,
Retired UBS Wealth Preservation & Planning Consultant
Services Offered
This site is intended for Investment Professionals Only and is for informational purposes only. Nothing on this site should be considered to be an offer to buy or sell any securities. You must be fully and properly licensed in each circumstance to offer any investment or advice and you must always disclose all material facts appropriately to your clients.
*We do not provide tax or legal advice. Seek advice from your own financial, legal and tax advisors. Any and all guarantees are subject to the claims-paying abilities of the underlying insurance company.
Life Settlement Investment Portfolios are only available to financially qualified California investors. Other life settlement and alternative strategies, offerings and services may require additional licensing, disclosure and investment processes. Read and understand all related documents prior to advising or investing.
If you are a Registered Investment Advisor and would like to explore unique offerings in the Alternative Investment universe, reach out today to learn more by requesting a free consultation.