From Wealth Management & Financial Planning to Portfolio Management,we do it all
Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. Portfolio management is all about determining strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximize return at a given appetite for risk.
Private equity consists of capital that is not listed on a public exchange. Private equity is composed of funds and investors that directly invest in private companies, or that engage in buyouts of public companies, resulting in the delisting of public equity. Institutional and retail investors provide the capital for private equity, and the capital can be utilized to fund new technology, make acquisitions, expand working capital, and to bolster and solidify a balance sheet. A private equity fund has Limited Partners (LP), who typically own 99 percent of shares in a fund and have limited liability, and General Partners (GP), who own 1 percent of shares and have full liability. The latter are also responsible for executing and operating the investment.
A construction loan (also known as a “self-build loan") is a short-term loan used to finance the building of a home or another real estate project. The builder or home buyer takes out a construction loan to cover the costs of the project before obtaining long-term funding. Project finance is the financing of long-term infrastructure, industrial projects and public services based upon a non-recourse or limited recourse financial structure where project debt and equity used to finance the project are paid back from the cash flow generated by the project.
Investment that generates income or is otherwise intended for investment purposes rather than as a primary residence. It is common for investors to own multiple pieces of real estate, one of which serves as a primary residence while the others are used to generate rental income and profits through price appreciation. The tax implications for real estate investment are often different than those for residential real estate.
A global fund is a fund that invests in companies located anywhere in the world including the investor’s own country. It seeks to identify the best investments from a global universe of securities. Global funds may also be passively managed. Education is the most effective way for children to have access to the greater world as well as an opportunity to participate in it. Through global partnerships and innovative grant making, the education entrepreneurs are best able to create local change and then provide them with the resources they need to accomplish their goals.
The EB-5 Visa Program has given foreign nationals the opportunity to receive US permanent residency (Green Card) through investments.EB-5 investors receive almost all of the benefits of being a US citizen, giving you, your family, and future generations, access to an exceptional quality of life.
We offer 2 different Green Card opportunities to build your and your family’s future in the US.
An alternative investment is an asset that is not one of the conventional investment types, such as stocks, bonds and cash. Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of the complex nature and limited regulations of the investments. Alternative investments include private equity, hedge funds, managed futures, real estate, commodities and derivatives contracts.