Investment Management

CASH FLOW | PRESERVATION | OPPORTUNITIES

We offer unique investment opportunities including private real estate, agricultural financing, farm land, bridge loans, mezzanine debt, and private and venture capital. We focus on taxes, costs and risk while providing transparency on the investments we make. We reduce risk through institutional manager due diligence and sophisticated asset allocation modeling. We leverage $3 billion assets under advisement in efficient trading and lower management fees.

Investments, David Karp