Wholesale Distribution

In the hedge fund world you cannot know everyone. As such, a mainstay of our business connects fund opportunities with interested capital sources. We know what investors look for in hedge fund opportunities. And we know what opportunities show the best prospects for success.
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Third Party Marketing

Life insurance helps us all by protecting families against catastrophic risk. But once you reach a certain life stage, the risk insurance protects against no longer threatens your family. If you or someone you know has reached that stage, life settlements can offer access to life insurance benefits now, not later.
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Private Equity

Managing a growing business? We help pre-IPO companies raise capital from private debt and financing opportunities. To do so we leverage our extensive relationships to match the opportunity with the financing. And for investors, we are a source for finding good deals that meet your strategies.
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Real Estate

Real estate, of all of today's investment opportunities, moves the fastest. You need someone with a eye to the worthwhile deals—and with the knowledge to help you move on them. That's our specialty: finding worthy deals for interested investors. The opportunities, the valuations, the terms—it helps to have someone in the real estate know.
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Retirement Services

Our comprehensive suite of actuarial services are proven to reduce costs by 30-50% for our TPA partners and free them up to provide a higher touch service to their clients. Our teams of experts have a unique combination of actuarial skills and strong operational skills to streamline those critical administrative tasks.

We also provide strategies to remove qualified assets from retirement plans from a participants estate and to obtain the funds on a tax-advantaged basis. Learn More »