We offer a variety of alternative investment strategies* for, and manage capital on behalf of, U.S. community bank holding companies, subsidiary bank trust departments (and their clients), bank employee retirement plans, senior bank officers, as well as other qualified and accredited U.S. investors.
* Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments are often sold by a prospectus that discloses all risks, fees and expenses. They are not tax efficient and a prospective investor should consult with their tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain and should not be deemed a complete investment program. The value of the investment may fall as well as rise and investors may get back less than they invested.
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