Our investor clients are not only very satisfied with the unrivaled financial value we deliver to them, but they also enjoy complete anonymity from the legal structures of our strategies.  Our clients also receive the utmost degree of discretion, anonymity and confidentiality from us and our internal company policies and procedures.  We do not disclose the identity of our investor clients or any other information about them to anyone.

 

We have two types of clients on opposite ends of the wealth spectrum:

 

• High-net-worth and ultra-high-net-worth individuals, families, corporations, and institutional investors; and

• Underfunded pension plans, VEBAs and other types of employee benefit plans of employee groups or labor organizations such as municipalities, hospitals, teachers associations, etc.

 

Our innovative strategies provide tremendous benefits to both of these diverse clientele for a unique win-win outcome that is both socially and politically accepted and desired.