Managed Accounts
Min. Investment
150,000 USD
For clients interested in a professionally managed portfolio of global equities and fixed income, our Advisors offers separately managed accounts. A managed account allows for the transparency of a traditional brokerage account, while offering turnkey access to an internationally diversified portfolio.
A Sustainable Advantage
Our Advisor’s Separately Managed Account is available in five different base strategies including: Conservative, Moderate, Balanced, Growth and Aggressive Growth. These specific allocation and weighting is determined through a comprehensive review of the individual’s particular risk tolerance, experience and other relevant factors. Individual preferences and needs are taken into consideration as a bespoke portfolio is crafted for each client.
The Managed Account Difference
No need to come into our bank, or even leave the comfort of your home. We are utilizing the latest security and online banking functionality to give you a “real-life” experience right in your own home.
A managed account is an investment account owned directly by an individual investor yet professionally looked after by an investment committee. In contrast to a mutual fund in which an investor holds a share of the overall fund, managed account holders own 100% of the underlying securities, allowing for additional personalization and transparency of the portfolio management process.
Key benefits of a Separately Managed Account:
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Access to foreign markets not limited by the small universe of US traded American Depository Receipts (ADRs)
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Turn-key access to Peter Schiff’s international equity investment strategy
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Complete transparency, with customization to individual investor needs
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Dedicated portfolio manager, disciplined management and regular rebalancing
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Investments are exchange traded and liquid
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Opportunity to benefit from unique tactical investments
Loans and Private Lending :
We are blessed to have years of experience in the Private Lending and Real Estate Industries: Investing, Financing, Construction and Analysis. We ‘re able to use the above strengths to better understand our client’s needs and find them the best available funding/investment options).
Although, we are not limited to only real estate deals as we also fund all types of viable projects worldwide such as startups, acquisitions, business expansion, all types of construction projects, energy projects, aviation, Trading, Importing and exporting and other Turn-key projects, agriculture, mining, petroleum, telecommunication, hotels, hostels, restaurants, condos, road and bridge construction, real estate, hospitals, solar, debt consolidation, oil and gas, innovative projects, ICT, and any viable business proposal you have in any industry and whatever you needed a loan for, etc.
We are one of the top private money lenders in the world. We are known for our high LTV’s, competitive rates and fast turn times. We offer up to 80% LTV on Refi’s and Purchases and 100% CLTV on Purchases, with Rehab Financing. We lend @ 3-5% interest Rates, Loan amounts, currently, from $100k – $200M.
Contact us if you have projects that needs funding for further discussion and negotiation.
