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.
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.
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.
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.
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.
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.