Private placement financing can be a unique method for a business to obtain capital or it may be used to buy income producing commercial real estate. In most cases, private placements are investments that the vast majority of investors do not have access to and it is something we have ability to deliver to our clients. As with other sources of investing, private placements have to be structured properly to ensure quality and consistency of returns.
Private placements are a very small portion of our business. However, we believe that to be an effective wealth management firm means we have to keep our options open to new ideas and unique opportunities to enhance our client’s returns.