• Learn About Special Tax Credits For Citizens Of Australia & New Zealand
  • Try To Capture The Biggest Financial Returns With Minimal Risk
  •  Innovative Long & Short Term Investment Strategies
  • Receive Access To Our Private Client Group Advisors
  • Get Into The Same Investments As The Institutions
  • Recession Proof Investments
  • APRA - FRIB - NICRI

Guaranteed recession proof results, NO EXCUSES!

Alternative investing is not only an option that can diversify an investor's assets, it is a way to mitigate risk and protect an investor's portfolio from losses similar to those sustained in the last few years during the financial crisis which started in America and led to the decline of global markets. Portfolio diversification utilizing a strategy of multiple asset classes, risk exposure reduction, and ongoing oversight has been key to client success and growth of wealth; both in the short and long-term.

Investment

has different meanings in finance and economics. Finance investment is putting money into something with the expectation of gain, that upon thorough analysis, has a high degree of security for the principal amount, as well as security of return, within an expected period of time. In contrast putting money into something with an expectation of gain without thorough analysis, without security of principal, and without security of return is gambling. Putting money into something with an expectation of gain with thorough analysis, without security of principal, and without security of return is speculation. As such, those shareholders who fail to thoroughly analyze their stock purchases, such as owners of mutual funds, could well be called gamblers. Indeed, given the efficient market hypothesis, which implies that a thorough analysis of stock data is irrational, most rational shareholders are, by definition, not investors, but speculators.

As we earn our clients trust, they reward us with their confidence. This enables us to provide strategic advice and to foster a basis for long term relationships." Our mission is to be the premier financial service company within our industry with committed and experienced professionals at all levels providing clients with quality financial products, services, and information. Financial Advisory Services

 

The Private Client Group provides a team approach to consulting and advisory services that is built upon extensive knowledge and understanding of companies, markets, and industries. Our pragmatic approach and unique market perspective helps clients concentrate their efforts on high value-yielding activities.

 

Investment has different meanings in finance and economics. Finance investment is putting money into something with the expectation of gain, that upon thorough analysis, has a high degree of security for the principal amount, as well as security of return, within an expected period of time. In contrast putting money into something with an expectation of gain without thorough analysis, without security of principal, and without security of return is gambling.

 

Putting money into something with an expectation of gain with thorough analysis, without security of principal, and without security of return is speculation. As such, those shareholders who fail to thoroughly analyze their stock purchases, such as owners of mutual funds, could well be called gamblers. Indeed, given the efficient market hypothesis, which implies that a thorough analysis of stock data is irrational, most rational shareholders are, by definition, not investors, but speculators.

 

Underwriting & Syndicates

The Private Client Group has built a highly efficient organization geared toward successfully completing initial and secondary public offerings. Our focus is on growth-oriented companies which compete in emerging, or niche markets, or which have demonstrated the uniqueness of their product offerings. The typical offering is distributed through our extensive sales force and peer group of syndicate broker/dealers.

 

Private Placement

An alternative to raising debt and/or equity capital in the public markets is a private placement to a select group of accredited investors. The benefits to the issuer include confidentiality, low transaction costs and a timely and efficient process. The private placement expertise of the Private Client Group has allowed the firm to build a solid investor network that is essential in identifying and accessing the strategic debt or equity capital needed for companies to build their businesses.

 

We specialize in Private Investments in Public Equity (PIPEs) as a method of raising capital for our client companies. With our PIPE expertise, we are able to guide our clients through the process, assisting with preparation of the offering memorandum and transaction documents. These offerings typically take half as long as a public offering, allowing our clients to put the proceeds to use more quickly to fuel their growth. Available only to “accredited investors”, we believe PIPEs are an attractive alternative to public offerings for growing companies. Our investor base, comprised of a mix of institutions and high net worth individuals, is committed to PIPEs as an essential part of their investment strategy.

The decision to complete a merger or acquisition is a very important event in a company’s life-cycle. Choosing the right partner to advise on that merger, acquisition, or divesture is important for the success of the transaction.

 

The Private Client Group has earned its reputation by consistently providing independent and expert advice for our clients. The firm’s strategic advisory practice encompasses a broad array of industries including expertise in handling a variety of merger and acquisition assignments.

In relation to financial offerings and Merger & Acquisition activity, the marketplace ultimately determines a company’s valuation. However, many transactions require formal fairness opinions. Upon request, we will assess a company’s market, competition and operating performance to realistically identify the perceived value for potential buyers or sellers. In situations that require specific industry expertise, we have the right relationships to access those experts in the respective fields

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