Leveraging our history and background, we create opportunities for you to differentiate yourself.
Advisors have shared that they have a number of high net worth clients interested in private placements but it is typically the case that their current firm has limited access to these types of products, with the advisor having minimal access to research and little input over which products are made available to the platform.
We work with a select group of issuers in order to provide you with niche private investment products. We seek out offerings where the issuer’s interests are in complete alignment with those of the investor.
Our attitudes differ from most exempt market dealers, as we believe that private placements should be the domain of the accredited investor. We believe private placements provide qualified investors with an opportunity to complement their traditional wealth portfolios, and in a commoditized industry they enable you to set yourself apart.