Traditional Investment Portfolio
Wall Street Securities
Stocks, Bonds, Mutual Funds, ETFs…
Self-Directed Investment Portfolio
Real Estate
Rentals (Residential, Comm., Vacation)
Partnerships, Syndications, Liens/Deeds
Wall Street Securities
Stocks, Bonds, Mutual Funds, ETFs…
Cryptocurrency
Bitcoin, Etherium, Ripple, etc…
Private Equity
Private Companies, Startups, Partnerships
-Beyond the Public Markets
Precious Metals
IRS Approved Gold, Silver, Platinum, etc…
Promissory Notes
Issue Private Loans for Real Estate,
Rehabs, Small Business Owners