Our wealth management approach seeks to achieve the returns you require to make your plan a reality. We construct your portfolio using a variety of investments that aligns with your risk profile and plan projections to “right size” your investments. We focus on “account allocation” as well as asset allocation, ensuring your personal, corporate, or trust funds are tax efficient and diversified.

Investment Options

 

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Individual Securities

Our platform allows for the holding/trading of publicly listed securities in North America with international access through our trade desk.

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Offering Memorandum - Accredited Investor

Private investment opportunities are available for High Net Worth clients, trusts, and corporations with investible assets that qualify including Private Equity, Real Estate, Infrastructure, and Hedge Funds.

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Mutual Funds / Private Pools

Access to a wide selection of mutual/pooled funds to match with your investor profile and preferences.

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Liquid Alternatives

These newly launched vehicles serve as a bridge to traditional hedge funds, providing access to options, short selling, hedging, and market-neutral strategies in a more liquid and economical format.

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Exchange Traded Funds (ETF's)

Access to thousands of ETF products that provide lower costs and added diversification

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Multiple Asset Managers

We partner with third-party investment managers who implement their strategies entirely in-house through our UMA platform.