"Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it."— Albert Einstein
We care about income as much as you do.
- We invest client assets in closed-end funds (CEF) across asset classes using our proprietary investment process.
- We work with institutions, family offices, corporations, charities and affluent individuals to help enhance income and cash flow, manage sector or interest rate risk, protect purchasing power, and improve diversification.
- Our CEF strategies can be accessed two ways: Mutual Fund Separate Account