An  independent, boutique investment firm specializing in 1031 Exchanges and Private Investment Offerings. 

 

I help affluent investors enhance their portfolios through sophisticated, non-traditional investments that are almost always overlooked by the mainstay investment houses. 

 

This is accomplished by providing access and guidance to private investments - the types of investments that institutions, foundations, and the ultra high-net-worth have utilized for decades.  

 

While many proposed strategies may seem new and unfamiliar, the investment philosophy behind them is time-tested, common sense and prudent:​​​​​​​​​​​​​​​​​​​