Medical & Dental Groups


We specialize in:

  • Alternatives
  • Venture Capital
  • Hedge Funds
  • Angel Investments
  • Private Placements
  • Endowments


 Our Accredited Investor program is for investors and institutions that are looking for full service program with detailed customization of their financial plan.  You must meet the requirements of Regulation D of SEC.  Here we discuss wealth protection strategies, tax efficient models, guarantee minimum income, and estate/legacy planning.  Before we make any adjustments to your financial plan, we collaborate with your attorneys and accountants to provide better value to our clients.  Managing risk is a big part of wealth preservation program.  We do this by hedging the market with various financial instruments.  Our clients are high net worth individuals, endowments and all institutions who invest money.  They all have diverse goals, but a common one is hedging.  We can help by facilitating transactions they cannot execute on their own because of the complexity or scale. These transactions incur risk, so we focus on managing that risk for our clients.  Through our preservation program, our clients have access to socially responsible portfolios, cannabis portfolios, technology portfolios and premium financing strategies.

We provide sophisticated financial strategies for Accredited Investors that are qualified.  Under the Generally, accredited investors include high-net-worth individuals, banks, institutions They are much more complex and have higher risk.  Such investments are venture capital, hedge funds, and angel investments.