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Private equity has long been a significant component of highly esteemed institutional investors’ asset allocation due to historical outperformance of public markets over long time periods.

It has traditionally not been accessible to individual high net worth investors due to accreditation requirements, high investment minimums, and capital lock-up periods for long time periods between inception and an exit.

The cost structure, liquidity, strategies, terms and features of private equity offerings are governed by prospectus. Risk and return potential vary by sponsor, offering, and overall market and economic conditions. Past performance is no guarantee of future returns.

Alternative investments are more complex than traditional investment vehicles and can have different fees and cost structures. They often invest in illiquid assets, which can make them difficult to exit and price on a regular basis. Some strategies involve leverage which can magnify gains or losses.

Private equity may provide comparatively high total returns over time with a low correlation to traditional stock and bond investments, which may provide useful diversification in client portfolios.

A trusted advisor, acting in a fiduciary capacity, is an essential business partner who can help determine the mix of investments that may be right for you.

Our strategic alliances provide qualified purchaser[1] clients access to the world of private equity funds.

The ability to offer diverse private equity offerings with relatively low minimums enables us to optimize the risk and return parameters for each client’s portfolio to achieve his/her objectives.

Why invest in PE?

5 Key Questions to ask about PE

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[1] To summarize the requirements under section 2(a)(51) of the Investment Company Act of 1940, a qualified purchaser is a person with not less than $5 million in investments. For a complete definition of Qualified Purchaser, please see Title 15 U.S.C. Chapter 2D, Sub Chapter I, Section 80a-2(a)(51), which is publicly available at