Alternative Investment Solutions

Many high net worth investors and other organizations are looking for higher returns and broader portfolio diversification—and alternative investments are increasingly seen as a solution of choice. 

We will help you understand and choose from a variety of alternative investments options, including:

Real Estate
We provide real estate investments, including both private core real estate and public real estate securities (Real Estate Investment Trusts—REITs) Hotels, Mezzanine Participations, Private Secured Mortgages and more.

Energy
We provide oil and gas drilling, royalty and other hybrid alternative energy investments, some which may be eligible for 1031 exchanges.
 
Senior Secured Income
We provide due diligence on Secured Income investments which are alternative types of fixed income vehicles that provide immediate high income for those investors who do not want to commit their capital long term and want equity type returns immediately. 
 
Private Equity
Our private equity investments are offered through Naples AIS, Inc, a well-known global private equity fund-of-funds specialist.
 
Securities are offered through an affiliate Naples AIS, Inc, member FINRA and SIPC.   Securities in your account protected up to $500,000. Alternative Investments may be subject additional risks such as little or no liquidity, higher expenses or heightened volatility.  Please consult each investments prospectus or memorandum for complete information.