Alternative Investments
Private markets when they fit.
Private markets, thoughtfully and transparently.
Schedule a meetingWhat you get
Clear explanation of the investment’s structure, fees, and liquidity before you commit.
Accredited/qualified-purchaser eligibility confirmed upfront.
Position sizing that keeps the overall portfolio in balance.
Ongoing monitoring and reporting for every private position.
My approach
Alternatives aren’t for everyone. When they make sense, I make sure you understand exactly what you own, what it costs, and what happens if you need liquidity.
How the engagement works
- 1
Eligibility + fit
We confirm you qualify and that the position actually fits your broader plan.
- 2
Due diligence
I walk you through the PPM, fee structure, and liquidity terms in plain English.
- 3
Commitment
Paperwork is executed carefully. Wire instructions are verified out-of-band.
- 4
Monitoring
Quarterly updates on the position alongside your traditional holdings.
Common questions
- Are alternatives appropriate for me?
- Depends on your net worth, liquidity needs, and whether you can hold the position for 7–10 years without touching it. We figure that out together before you invest a dollar.
- How do we start?
- We start with a 30-minute introductory conversation. No cost, no pitch — just a chance to see whether we’re a fit for what you’re working on.
- What does this cost?
- Fees depend on scope. I’ll outline the full cost structure during our intro call so you can decide if it makes sense to move forward.
- Do you work with people outside my state?
- I can work with clients in states where I’m properly registered. The footer lists every state on my registration.