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Our Asset Types & Partners

Learn about our different asset types

VC/PE

Venture Capital (VC) is a form of Private Equity (PE) and a method of funding used to finance startups and small businesses with the potential to grow in the long term. Venture capital is often attracted to the potential for above-average returns despite the risks involved. VC investments generally are classified by the stage of growth of the company. The younger the company, the greater the risk. Stages of VC investment include pre-seed, seed funding and early-stage funding.

Listed Equities

A listed equity is a type of financial instrument that is traded on an exchange, such as the New York Stock Exchange or Nasdaq. In order for a private company to go public and issue shares, it will need to choose an exchange to list on. Shares allow investors with different goals to develop tailored investment strategies. Two main strategies are, one, to invest for growth – where you benefit from any increase in value of the shares you own – or two, to invest for income, where any dividends you receive provide an income stream. With any traditional share investment comes risk associated with market volatility, currency, timing etc.

Fixed Income

Fixed Income investments pay investors fixed interest or dividend payments until maturity. The most common fixed income products are government and corporate bonds. Due to the fact that a company’s fixed-income investors are often paid before common stockholders in the event of bankruptcy – they are considered are very low risk investment with modest returns. However, it is sensitive to inflation and interest rate spikes.

Alternative & Digital Assets

Blockchain for digital assets revolves around the creation of unique digital representations of assets that go beyond traditional financial instruments, and which enable you to trade any kind of asset with more liquidity and speed, at lower cost. Digital assets on the blockchain range from cryptocurrencies, non-fungible tokens (NFTs), DeFi smart contracts and much more. These digital assets generally are much higher risk compared to traditional investment options due to it’s unregulated environment. Relatively higher returns can be expected from digital asset investments. 

Real Estate-Backed

Real-Estate Backed Funds are investment vehicles that pool capital from multiple investors to acquire, manage, and profit from a diversified portfolio of real estate assets. These funds typically focus on various types of real estate, such as residential, commercial, or industrial properties. The value and income generated from these properties form the basis for returns to investors. Real-Estate Backed Funds provide an opportunity for investors to access the real estate market without the direct responsibilities of property management. These funds can offer diversification, potentially steady income, and the potential for capital appreciation, making them a popular choice for those seeking exposure to the real estate sector while benefiting from professional asset management.

Fund of Funds (FoF)

Funds of funds (FoF) are pooled investment funds that invest in a range of other funds. Therefore, its portfolio contains different underlying portfolios of other funds. A portfolio of these holdings replaces direct investments in bonds, stocks, and other types of securities. A fund-of-funds strategy seeks to achieve broad diversification while minimizing risk. This strategy provides great exposure to a range of securities most retail investors won’t have access to. However, they generally do have higher management costs and may have overlapped holdings.

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