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SERVICES
Wealth Solutions
Individual Securities
Full access to all publicly listed equities in North America, with a trade desk for international securities.
Mutual Funds / Private Pools
Unbiased access to all investment managers. We vet the full universe of investment teams and work with the best in class.
Exchange Traded Funds (ETF's)
Low cost and highly liquid. We use ETF's for both broad market exposure and targeted sector selection.
Offering Memorandum - Accredited Investor
Private investments available for investors with greater than $1M in liquid assets. Private Equity / Real Estate / Infrastructure / Hedge.
Liquid Alternatives
A stepping-stone to pure hedge funds, these newly introduced vehicles allow exposure to options / shorting / hedge / and market neutral strategies in a more liquid and cost-effective manner.
Private Equity Firms
We work with 3rd party investment managers that run their strategies fully in house.
Our services compliment those provided by our partner, Park Place Financial, to best meet all our client needs.
TEAM
Our Team
Our Office
CONTACT
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