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Alternative Investments

It can be challenging for investors to find institutional quality funds and strategies to diversify their portfolio. We offer strategies and solutions for investors who need 1031 exchanges, Delaware Statutory Trusts, Opportunity Zones, and other private equity deals. 


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Income Generation

Certain investments aim to generate regular cash flow through dividends, rental income, or interest payments. This approach is popular among investors who are looking to supplement their current income or generate a steady stream of cash flow. 

Capital Appreciation

Investing for appreciation is a strategy that focuses on generating capital gains by purchasing assets that are expected to increase in value over time. This approach is popular among investors who are willing to take on more risk in order to achieve higher returns.

Capital Preservation

Capital preservation is a key for investors who prioritize the safety of their principal investment over potential returns. This approach involves investing in low-risk that usually yield little to no income or appreciation potential. Capital preservation is particularly important for investors who are nearing retirement or have a short-term investment horizon.

Tax Mitigation

Tax mitigation focuses on reducing the amount of taxes paid on investment returns. This can be achieved through a variety of methods such as investing in tax-advantaged accounts, utilizing tax deductions and credits, and investing in assets that are taxed at a lower rate. Tax mitigation is particularly important for investors in higher tax brackets and can help to increase overall returns. 

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