We immerse ourselves in researching and analyzing both new and existing investment opportunities in order to remaining current within our industry as well as the industries which our product issuers are involved in.
Constantly comparing and measuring issuers and product offerings with peers and competitors
Striving to ensure our issuers are acting with fairness, transparency and full disclosure toward investors
Appointing Independent advisory to work with issuers
Overseeing corporate governance of issuers through independent oversight
Multiple Offerings: Open / Ongoing offerings
Our services include:
Private REIT’s
Portfolio Management By Referral
Real Estate Limited Partnerships
Low Cost ETF Options By Referral
Mortgage Investment Corporations
Seniors Housing
Alternative Investments
Specialty Offerings
Process:
Hands on involvement and active oversight
Regular meetings with issuer management, executive and advisory
Random audit of issuers and their products
Review of issuer financial statements, records and important processes with independent assistance