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Premium 72 Financial Services Products

PREMIUM 72

WE STRIVE TO PROTECT YOUR INVESTMENTS & MAXIMIZE YOUR EARNINGS POTENTIAL

HEDGE FUND

In addition to our traditional proprietary investment strategies for managed accounts (investments, retirement and educational), our hedge fund, Premium 72, LP, accepts clients that qualify as an "Accredited Investor" and "Qualified Client".  Transparency is the cornerstone to our asset management approach and we always keep our clients updated regarding their portfolio's performance.

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We put forth all our expertise so that your  investments may realize their full earning potential
Premium72 managed accounts

MANAGED ACCOUNTS

In addition to our hedge fund, Premium 72, LP, and with full discretion privileges, we offer our clients full investment, retirement (401k, IRA, Roth IRA) and educational accounts (Coverdell, Section 529).          Clients with accounts of $5 Million and over, can have Goldman Sachs & Co., LLC as their custodian.

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Private Equity Fund

Our private equity fund, Premium 72 PE, LP, may make direct investments into various companies across a multitude of market sectors and growth stages, from start-up to mezzanine, including but not limited to industries such as medicine, pharmaceuticals, life sciences, health, fitness, emerging markets, technology and real estate.  Premium 72 PE, LP offers you an opportunity to diversify your portfolio outside of the traditional stock and derivatives markets.

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Premium 72 Managed Accounts

Hard work along with data-driven DISCIPLINED methodology creates a solid foundation for consistent results.  

retirement accounts

RETIREMENT ACCOUNTS

We provide comprehensive, unbiased investment advice. Our fees are fully-disclosed, based on a percentage of the assets in your plan, and are comprised of 401k, IRA, Roth IRA accounts can invest in Premium 72 Funds or managed accounts.
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We Believe in Work

Through years of combined experience and focused efforts, we have crafted a systematic methodology that puts your money to work for you. 

EDUCATIONAL ACCOUNTS

We help you plan for the future education of your loved ones with individual educational accounts. These accounts can be available tax free when used for educational needs. Schedule an appointment today to discuss a portfolio strategy to achieve your goals for higher education. 

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We put all our expertise in making sure your investments are maximising it’s full earning potential
Premium72 financial & wealth management advice

FINANCIAL & WEALTH MANAGEMENT ADVICE

Wheather you have developed your financial plan already or you need help crafting on Premium 72 can help.  We offer transparent advice with integrity behind every word.  Your financial plan will provide you with a road map for the future, and we’ll be there to keep you on track every step of the way.

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LIFE INSURANCE& ANNUITIES

They say hope for the best and plan for the worst. Contact us today to discuss life insurance and annuity options for piece of mind. Know that in case something happens to you, your loved ones will be spared financial hardship. Our advisors are ready to craft a plan to suite your needs. 

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life insurance & annuities

We put all our expertise in making sure your investments are maximising it’s full earning potential

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Premium 72 is a full-service asset management company. 
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