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INVESTMENT CLUBS
We’ve developed structures anyone can implement to democratize access to quality Reg D 506(b) issues and 3(c)7 funds. We work with financial advisors, insurance agents, IRA custodians, CPAs, marketers, and others to administer investment clubs with monolithic risk-adjusted return and liquidity appetites that compliantly afford their clients access to quality private alternatives they would not be able to access individually.
We provide continuing education programs for financial and real estate professionals. Click on your professional designation below to explore what continuing education programs we have available:
