Overview

Seeking opportunity to add Lower Risk, Low Correlation investment products to portfolios seeking diversification outside of annuities, mutual funds, stocks and bonds. Performance of my portfolios range between 7% and 12%+ but focus more on draw-down risk versus upside gains. Can work with Accredited and Non-Accredited investors seeking steady, stable and creative asset protection and growth solutions. Have some private equity access via 1031 solutions but moving away from that very popular sector slightly.
Would prefer a CPA/Lawfirm relationship. Looking to become part of a team as an expert in alternative and lower risk investment options as well as insurance based solutions. Well versed in active managed money, annuities, private equity, life settlement (not viaticals), IUL and retirement plans. Not a big fan of mutual/index funds for assets above $250k.
Open to discuss your models and business as well as be a cog in your wheel.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Variable Annuities

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