Trust Builds Wealth - integrity builds character. These are the keys to joining our exclusive programs

 

We are an innovative wealth management group, which has consistently provided high yielding Private Placement Program opportunities to our clients over the last 10 years, regardless of market conditions.

 

Our trade groups have a combined PPTP experience of over 70+ years, and spans two continents. We are affiliated with the top 5 World Bank platforms and and have access to many of the original foundations. We DO NOT work with broker chains.

 

Based in both the USA and Australia, we provide the highest quality investment advice and practical solution to individuals, corporations, foundations, trustees, and endowments on a global basis. Our specialists assist with every aspect of institutional investing from strategy, structure and implementation through to ongoing portfolio management.

We are revolutionizing the investment management consulting profession by delivering objective investment advice and a disciplined approach. Our group is also among a growing number of investment consulting firms worldwide adopting an innovative, process oriented model, based on prudent investment practices developed by the Foundation for Fiduciary Studies.

Under our comprehensive and disciplined approach, the investor remains in control of their investment decision - once they have made the high level, impact decisions, details are delegated to prudent professional investment managers to complete, thus making investment management easier and less time consuming.

We understand each of our clients has unique objectives and goals so we provide tailored investment solutions to ensure those goals are met. We also promise, and deliver, transparency in all our operations. We
collaborate with many of the Top 25 World Banks based in America & Europe. In addition, we work closely with Pension & Trust Funds, International Investor Groups, Asset Managers, Hedge Funds, Real Estate Investment Funds and Private Investor Syndicates.

We are one of the few intermediary groups offering these structures. We are industry leaders in innovative, alternative finance structures. Our collective network maintains relationships with a long list of the top 25 world banks, real estate investment trusts, hedge funds, and a variety of private money pools enabling us to consistently introduce the latest in innovative finance structures and techniques.

 

To arrange a confidential discussion on how we can introduce you to many of the world's most successful Capital Enhancement Programs, please visit the Client Services section of this website (Principal's only)

 

 
 
 
COMMERCIAL LENDING
Hard Money
Mezzanine Financing
Commercial RE Loans
Venture Capital
Condominium Loans
Bankable Solutions
Golf Course Loans
Apartment Building
Casino Loans
Joint Venture Funds
 
 
COMMERCIAL LENDING
Land Development
Medical Building
Warehouse Projects
Offiice Building
Gas Station Loans
Owner User Loans
Retail Anchored
Motel Loans
Self Storage
Temple Finance
 
 
CAPITAL ENHANCEMENT
Private Placement Programs
Humanitarian Starter Program
Buy MTNs Direct
Exclusive Programs/Limited Access
Leased Funds/Instruments Program
Asset Program
CMO Program
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