Retirement Planning

Rate

Minimum: $500 - Maximum: $5,000

Income & Liquidity Focus: Capital preservation and stable income generation.

Invested in short duration, high grade corporate/government bonds and proprietary Stable Value Funds designed to protect principal and offer predictable growth.

Risk: Low

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Rate

Minimum: $5,000 - Maximum: $50,000

Strategic Diversification: Active allocation across global public markets with a focus on core growth and yield generating instruments.

Classic 60% Global Stocks / 40% Bonds blend, with the fixed income portion enhanced by Municipal and Securitized Debt for marginal yield increase.

Risk: Low, Medium

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Rate

Minimum: $50,000 - Maximum: $500,000

High Yield Cash Flow: Prioritizing investments that generate regular, above average interest payments and dividends.

Concentration in proprietary Private Credit Funds (direct corporate lending) and high dividend, utility sector equities for consistent income streams.

Risk: Medium

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Rate

Minimum: $500,000 - Maximum: $1,000,000

Pure Public Market Outperformance: High conviction, actively managed stock selection across US and international markets.

100% allocation to public stock markets, overweighting sectors with high structural growth (e.g., specialized technology, biotech) using proprietary Actively Managed Sector Funds.

Risk: Medium,High

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Rate

Minimum: $1,000,000 - Maximum: $5,000,000

Strategic Alternatives Access: Blends traditional public assets with a significant allocation to private markets to capture the "illiquidity premium."

Balanced mix of public equities (60%) and Diversified Private Asset Funds (40%) across real estate debt, infrastructure, and fund of funds private equity.

Risk: High

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Rate

Minimum: $5,000,000 - Maximum: $10,000,000

Illiquidity & Value Creation: Focused on generating returns by improving non publicly traded companies over a long term horizon.

Majority allocation (60\%+) to Private Equity Fund of Funds focusing on middle market buyouts and late stage Venture Capital. Requires long term capital commitment.

Risk: Very High

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Rate

Minimum: $10,000,000 - Maximum: $50,000,000

Absolute Return Strategy: Designed to generate positive returns regardless of stock market direction.

Uses complex, advanced strategies, including Global Macro Hedge Funds and tactical allocation across currencies, commodities, and derivatives (long/short positions).

Risk: Maximum

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Rate

Minimum: $50,000,000 - Maximum: $100,000,000

Accelerated Returns: Amplifying investment exposure and potential gains (and losses) through controlled financial leverage.

Utilizes Structured Products and select leveraged instruments (ETFs, futures) tied to volatile, high growth assets. This plan represents the highest risk/reward trade off in the portfolio.

Risk: Maximum+

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