Investment Pantry
As an independent RIA, we are fortunate to have the flexibility of placing our clients in every investment that exists. This includes having direct access to all the investments available from the bulge bracket firms, Morgan Stanley, Goldman Sachs, UPS, Merrill Lynch, JP Morgan etc.
In addition to access in those wonderful platforms, we also are shown from investment providers very unique investments that most bulge bracket firms never see and cannot offer to their clients. This is one of the great attributes for being an independent RIA.
Put it very simply, there is not an investment that we cannot access.
Investment Offering Pantry
Below you will find a short list of many of the investments we can access as well as a description of our investment process.
- All listed Domestic Equities
- All listed International Equities
- All Corporate Bonds
- All Municipal Bonds
- Options – Tier 1,2,3 – All Strategies, Sophisticated Options,
- Hedging Strategies
- All Government Bonds
- All International Bonds
- All Mutual Funds listed
- Every ETF listed
- Access to all Hedge Funds (Excluding Capacity Issues)
- Access to all investments originating from other firmsincluding proprietary
- Morgan Stanley
- Goldman Sachs
- UBS
- Merrill Lynch
- Access to Real Estate Investments
- Access to Oil & Gas Investments
- Access to all Structured Notes
- Access to open CLO Investments
- Access to all Managed Futures Investments
- Access to over 100 private equity
- Litigation Funds
- Short Biased Funds
- Leveraged Mutual Funds
- Structured Credit Loans
- Brendan Lakes (PPB) stuff