Tax Shelters & Alternative Investments



Advanced Solutions

Paying too much in taxes? Need a non-correlated addition to your portfolio? Trying to meet a particular need not met by your traditional investments? If you answered yes to any of these questions then alternative investments are something we should discuss, give us a call.

Alternative investments (other than stocks, bonds or cash) are regularly held by institutional investors and accredited high or ultra high net worth individuals. Their low correlation to traditional assets, complex nature and relative lack of liquidity mean that these investments  meet very specialized investment needs and are especially effective with the right portfolio mix.

Our access to alternative investments is available to meet the ever-changing needs of sophisticated clients and those looking for a non-traditional diversification of their assets. Alternative investments will give additional opportunities for capital preservation, risk protection, tax advantaged participation, leverage, diversification and tax shelter.

The following styles of alternative investments are currently available for qualified accredited investors.

  • Oil & Gas Partnerships- For investors seeking income and tax advantages
  • Equipment Leasing - For investors seeking inflation & interest rate risk strategies
  • Tax Credits- For investors seeking tax credit strategies
  • Hedge Funds - For investors seeking diversity and capital preservation
  • REIT's - Real estate investment trusts- For investors seeking diversification and potential tax and income advantages

An accredited individual investor must meet the following criteria (other requirements apply to entities)

  • A natural person who has an individual net worth, or joint net worth with the persons spouse that exceeds $1,000,000 at time of purchase, excluding the value of the primary residence of such person
  • A natural person with income exceeding $200,000 in the last two most recent years or joint income with a spouse  exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year
  • A trust with assets in excess of $5,000,000 not formed specifically to purchase the securities offered

If you are interested in these Alternative Investment Strategies please call us. Subscriptions and offerings are not always available and may be oversubscribed or have a waiting list.