Distinct to our industry, we have access to an array of Alternative Investment products for diversification that are not available to the general public. These are available for direct investment by investors meeting net worth and income standards.
We tailor strategies, recommendations and construct portfolios designed to meet your individual needs. We bring decades of knowledge through various market conditions and cycles and are experienced at navigating and understanding the nuances of today’s complex financial environment.
Conservation Land Offerings
A conservation easement is a restrictive covenant that is a voluntary agreement that allows a landowner to limit the type or amount of development or conserve and protect natural resources on their property while retaining private ownership of the land. The conservation easement is signed by the landowner, who is the easement donor, and the Land Trust or Conservancy, is the party receiving the easement. The Land Trust or Conservancy accepts the easement with the understanding that it must enforce the terms of the easement in perpetuity. After the easement is signed, it is recorded with the County in the record room and runs with the land and binds all future owners of the land.
A private placement is the sale of securities to a relatively small number of select investors as a way of raising capital.
Costs to develop an oil or gas well for the elements that are not a part of the final operating well offer tax benefits. Intangible drilling costs (IDCs) include all expenses made by an operator incidental to and necessary in the drilling and preparation of wells for the production of oil and gas, such as survey work, ground clearing, drainage, wages, fuel, repairs, supplies and so on. Broadly speaking, expenditures are classified as IDCs if they have no salvage value. Since IDCs include all real and actual expenses except for the drilling equipment, the word “intangible” is something of a misnomer.
Investments aimed at providing a set income over a specific period of time.
A REIT (Real Estate Investment Trust) is a company that owns or finances income-producing real estate. Modeled after mutual funds, REITs provide investors of all types regular income streams, diversification and long-term capital appreciation.
Real Estate Funds
Smaller pool of investments targeted towards a specific asset type, location or strategy.