Our Investment Advisory arm provides independent advice to individuals and institutional investors with regards to their investment portfolio, asset allocation, alternatives allocation, and manager due diligence. We also help you assess your wealth advisor by assessing your asset allocation strategy, vehicle and manager selection and implementation, with a mindset towards achieving your goals in the most cost effective manner. We have had over 30 years in the investment and wealth advisory business and have managed, in aggregate, over $9B in assets.
We are also advisors to emerging managers who desire to accelerate their growth in assets, institutionalize their business, and recruit key personal. We have a wealth of knowledge and contacts in the investment industry that benefits our clients.
Our Corporate Advisory and Capital Markets arm provides provides advisory services to emerging and growth companies. We will help you create a more valuable company by providing valuable strategic assessment of your business and execution. We are experts in using technology and process to maximize efficiencies, hence your profitability and value of your business. We also assist in raising capital across the capital structure that enables you to prudently grow your business and diversify your ownership.Our team has over 40 years experience and have supported businesses in many roles including as the CEO of publicly traded companies, Public Board Director, Private Board Director, Non-for-Profit Chairman, Investor Representative and Board Financial Advisor. Our experience spans a variety of industries, including financial, telecommunications, media, and healthcare.
Our Real Estate Properties arm invests in residential and commercial properties and, provides advisory services to individuals and companies with regards to their real estate properties. We have a proven track record in buying properties, improving them, and exiting at very attractive internal rates of return.