Unique Private Opportunities

Investors’ immediate challenge today is finding reasonable returns in a world of compressed interest rates and overvalued markets.  We believe investors can take advantage of unique investment opportunities that offer compelling returns today.  Our strategic partnership with Iridius Capital provides select investors with unique opportunities in real estate, cross-border international investments and specialty financial services.    Currently, Iridius Capital is focused on hybrid rental real estate, developing all-rental communities that deliver a single family home experience.

Hard Assets

Unlike financial assets such as stocks and bonds, hard or “tangible” assets represent ownership in physical assets.  These assets include energy, agriculture and metals as well as real estate.  We identify investments that will benefit as the amount of paper currency in the global system continues to expand.  These investments will perform well in the current weak growth environment, but are poised to excel as an inflationary path takes hold.    We combine our own research with recommendations from outside research firms.  Our strategy is to preserve the real purchasing power of client assets from the inflationary damage caused by currency debasement. Our hard assets may constitute a diversified mix of assets in the following categories:

• Precious Metals
  • physical gold and silver
  • mining stocks
• Select Foreign Currencies
  • focus on countries with stable balance sheets
  • includes energy, agriculture and industrial metals
• Commodities
  • current focus on farmland
• Unique Trades
  • commodity or industry specific investments poised to appreciate based on anticipated trends

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.

Financial Assets

Our approach to identifying investment managers is to utilize the best ideas of outside research providers combined with our internal research.  We seek proven investment managers as well as low-cost index mutual funds and Exchange Traded Funds (ETFs) that mimic market performance. Our general bias in selecting managers is to identify those with a strong track record of outperformance who are not afraid to be contrarians and will position portfolios based on the macroeconomic forces shaping the world ahead. 

In general, we will adjust allocations to stocks and bonds to match our prevailing macroeconomic view.  For example, in periods with a heightened risk of a downturn, we will reposition exposure into more nimble and defensive tactical strategies. These tactical strategies involve managers that respond quickly to changing market conditions.