Through certain custodians we work with, we are able to reflect many alternative investments on our client statements, for a wide variety of alternative investments, for both Qualified and Non-Qualified accounts, which may include:
Private Equity & Debt
Private LLC/LP Units Promissory Notes Deeds of Trust
Real Estate Notes
Tax Lien Certificates Private REITs
We like custodians that don’t discriminate against asset type, whereas the traditional brokerage model custodians avoid the custody of alternatives altogether. For more information, please contact us.