It's a big worldI offer special investment programs and strategies that are designed to provide qualified investors with opportunities which might not be available with more traditional investment strategies.

These Strategies are specifically designed to be opportunistic and to protect wealth from coming inflation. For more on my thoughts please read my quarterly letters and articles at MarketWatch, Seeking Alpha, and in other media.

Alternatives investments, such as hedge funds, private equity, venture capital, real estate, private debt placements, limited partnerships and certain other investment vehicles may offer significant diversification and tax benefits. These programs are only available to Accredited Investors. 

As defined by the Securities and Exchange Commission, Accredited Investors are generally considered to be more sophisticated and/or able to participate in certain types of investments. An accredited investor, in the context of a natural person, includes anyone who:

  • earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
  • has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence).

Certifying an accredited investor requires verification of financial status. In order to proceed further, we must qualify candidates for these investment programs. This email address is being protected from spambots. You need JavaScript enabled to view it. to receive a qualification form and schedule a time to discuss your goals.