Independence affords us the ability to objectively analyze the breadth of investment vehicles available, provide unbiased guidance on appropriate portfolio allocations and be accountable for the ongoing management of client portfolios in changing macro and micro economic conditions.
We provide our clients with access to an array of alternative investments such as; credit markets, commodity and futures based products, non traded REITS, energy limited partnerships, private equity and proprietary equity portfolios. Please note that such products often involve a high degree of risk and are not suitable for all investors.
At its core our investment process is a fervent commitment to the disciplined execution of tactical and fundamental investment strategies. By aligning our interests with our clients, we are positioned to share in the potential success of the portfolio.