Wealth Management

Investment Management

We design investment portfolios comprised primarily of publicly traded real estate-related securities (including shares in real estate trusts), master limited partnerships and energy related companies. We attempt to customize each portfolio to meet the client's specific investment objective, liquidity needs and risk tolerances. We believe our managed portfolios of listed securities are suitable for clients who want real estate and energy exposure, typically illiquid asset classes, but require liquidity to meet their future cash flow or capital needs

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We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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