Specialty Finance
New Fund Development & Management
Years of experience and relationships in fund management and distribution to the RIA market equal resources and expertise for new and growing funds.
- Create captive capital sources
- Create or expand an institutionalized fund offering
- Access the fragmented RIA network
- Create programmatic financing offerings (ie factory financing or dealer financing)
Tax Equity/Renewables
We stay on top of the latest tax oriented structures so our network can take advantage of quality investments with strong after tax returns. If you have passive income and want to reduce your tax liability, we are seeing quality investment all of the time.
Opportunity Zones
This highly touted capital gain tax deferral and elimination program has started slowly but is gaining steam. We see both projects/businesses looking for capital and capital looking for projects/businesses.