The Confidence to Get Invested
The Peace of Mind to Stay Invested
Distressed Real Estate
Value Add Real Estate
Long Short Equity
Wealth Simplified. Life Enjoyed tm
Democratizing the Private Equity and Alternative World
Our goal with the Opportunistic Fund is to democratize these compelling investments, which are hard to find and come by, and generally require high minimums.
To learn more about how we do this, follow the improvements (and lessons learned!) with each new generation.
We position your portfolio for the unexpected, seeking opportunity when and where it presents itself while offering strategies designed to protect your hard earned wealth during financial crisis.
William Herr, Manager