• Development of a Capital Campaign Strategy for Start ups, Small to Mid-Size Businesses.

• Development of an investment policy statement

• Investment manager evaluation and selection

• Ongoing manager research and analysis including:

  • Open communication directly with the Client Relationship Manager

  • Access to quarterly calls and in-person visits

• Quarterly reviews with the investment team

• Portfolio analysis and performance attribution

• Customized portfolio for each client based on factors such as risk tolerance, time horizon and projected spending requirements

• Sophisticated menu of alternative investment opportunities including hedge fund of funds, private equity and commodities

• Reg A+, Reg D Capital raise

• Bond Consulting Preparation

• Merger & Acquisition Consulting

• Credit Repair

• Private Equity Investments in Real Estate (Commercial, Industrial, M-1 Zoned Properties, Opportunity Zone, Enterprise Zone), Financial Technology, and Mezzanine Financing.

​STRUCTURED FINANCE LOAN PROGRAM

AML POLICY