Services - Private Investments
Private Investment Service

Expand your investment options beyond the traditional boundaries

An alternative investment is an asset that is not one of the conventional investment types, such as stocks, bonds and cash.

— Investopedia.com

A select group of our clients have chosen to break away from the traditional playbook for a portion of their portfolio. For clients with at least $1 Million in investable assets, we recognize the diversification benefits that private investments (also called “alternative investments”) can provide while acknowledging the risks that differ from public-market investments. Our team has developed substantial due diligence expertise having invested over $250 Million in private investments. We’ve learned that successful investing in private equity, real assets, private credit and other non-traditional investments requires considerable experience, a broad industry network, and a healthy dose of skepticism. Our clients leverage our experience and background as they evaluate their entire investment portfolio, not just the portion invested in public markets. 

Eric Davis President and Chief Investment Officer

Speak with a friendly advisor like Eric today.