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.