We are different from the traditional investment bank, as we are a global investment banking group with over 50 investment bankers from Manhattan, New York to San Diego, California. We have helped a large number of clients to close profitable transactions that enhanced their portfolios. We are experts in residential and commercial real estate investments. We have the skills, passion and tenacity to create win/win outcomes that accelerate savvy investor’s financial goals. Through  our dedicated expertise we create better outcomes for our clients. Our Partners and Advisory Council Members have extensive experience in the most important sectors of commercial real estate investment and lending. Together, we see an opportunity for growth and prosperity in Commercial Finance, Energy Finance, Real Estate Finance, Equipment Finance, Mergers & Acquisitions and Insurance Premium Finance. Our investors who place capital to work towards these themes generate above market returns.

“My years of experience in the financial industry empowers me in building unique investment strategies based on the needs of our clients. Understanding what matters most to our clients is what gives us the ability to create a successful investment strategy that suits the needs of the investor. As an equity strategist, my strongest asset is my ability to identify the right investment that appreciates in value while providing steady income for the investor.”