Private Accredited Investor Services


Our relationship with SANDLAPPER Securities LLC, member FINRA/SIPC/MSRB allows our clients to benefit from services in addition to the corporate finance and investment banking expertise we provide. These services include:

  • Wealth management for key employees:
    • Customized investment portfolios
    • Stock option financing
    • Advisory services
  • Retirement Plan Services:
    • 401k
    • SEP
    • Profit Sharing
  • Employee Related Health Benefits
  • Traditional Investments- equities, fixed income, mutual funds
  • Annuities
  • Alternative Investments- *REITs, Funds, Tax Credit, TICs/DSTs, Oil and Gas, Equipment Leasing, Other Private Placement Securities
  • Private Offerings- *Private Labeled Securitized offerings; Capabilities to design, development, administer, manage and/or distribute our proprietary offerings.
  • Trust Services
  • * Accredited Investors Only. Defined as investors with a minimum $1 million net worth excluding market value of primary residence.