HOW DO WE OBTAIN INCOME
FOR OUR CLIENTS?
TAX EXEMPT BONDS
We identify, thoroughly research and single-handedly acquire specific tax-exempt bonds on behalf of our clients. We act as the bondholder (lender) representative and directly negotiate the terms of the bond (loan) with the borrowers.
We specialize in funding senior living facilities, logistical facilities, fixed base operations at airports, private and charter schools.
We are proud of our thorough analysis and due diligence on all of our single handed transactions. All of such bonds are freely tradable.
We favor stocks that pay higher than market-average dividend yields and have a proven track record of reliability. These tend to be less volatile than the overall equity market. We favor equities that are under-owned by institutions.
INTEGRATED MANAGEMENT OF BONDS AND COMMON STOCKS
Our management of bonds and common stocks endeavors to maximize client’s cash flow. In the case of taxable persons tax efficiency is an important objective.