Asset Enhancement Advisory

We operate a private investment and asset enhancement program through our securities trading desk (of stocks and derivatives) and we follow a sharp, systematic process of continuously developing, operating, maintaining, upgrading, and disposing of assets in the most cost-effective manner. We ensure a coordinated approach to the optimization of costs, risks, service/performance, and sustainability. We put investor capital to work in different investments, including stocks, bonds, real estate, cryptocurrencies, commodities, forex, oil & gas, master limited partnerships, financial instruments, derivatives trading, bridge loans, hard money loans, and private equity. We work with our client portfolios by considering several variables, including the client’s unique circumstances, risks, and preferences. We also work with investors who believe in a value investing or passive investing approach. We select positions customized for the client’s income needs, tax circumstances, and liquidity expectations. We treat transparency as a key strategic element. Our clients always know where the assets are located, how they are being put to use, and whether there are changes made to them. Consequently, the recovery of assets can be done more efficiently, hence, leading to higher returns. We identify and manage risks that arise from the utilization and ownership of certain assets rather early to help mitigate such risks.