INVESTMENTS
A Sophisticated Approach To Investing...
We Invest In A Broad Range Of Asset Classes, Depending On Our Outlook
Equities
- US – ETF’s and Individual Securities
- Global Developed Markets – ETF’s and Individual Securities
- Emerging Markets – ETF’s
- Frontier Markets – ETF’s and Individual Securities
Fixed Income
- US Treasuries – ETF’s and CEF’s
- US Corporates – ETF’s and CEF’s
- US Municipals – ETF’s and CEF’s
- US Bank Loans – ETF’s and CEF’s
- Global Developed Markets – ETF’s and CEF’s
- Emerging Markets – ETF’s and CEF’s
- Frontier Markets – Individual Bonds
Real Estate
- US Market
- REIT’s
- ETF’s and CEF’s
- Direct Investments in Residential Real Estate
- Tampa, FL – single family homes, townhomes and condominiums
- Mortgage Backed Securities – Residential (CMBS) and Commercial (CMBS) – ETF’s, CEF’s and Individual Securities
- Global Developed
- REIT’s
- ETF’s and CEF’s
- Emerging Markets
- REIT’s
- ETF’s and CEF’s
- Frontier Markets
- Via Private Equity
Commodities
- ETF’s, ETN’s and CEF’s
Forex
- Major Pairs – GBP/USD, EUR/USD, USD/JPY
- Minor Pairs – USD/MXN
- Frontier Currencies
Private Equity
- Venture Investments
- Seed Capital for startups
- Foreign Real Estate Developments
Private Equity
- Venture Investments
- Seed Capital for startups
- Foreign Real Estate Developments
Alternative Asset Classes
- Peer-to-Peer Loans
- Precious Metals and Stones
- Art, Rarities and Collectibles
- Domain Name & Website Development
