Our Objectives: We Can Help You with the Tools You Need to Succeed
What Are Our Objectives?
Our objective is to provide our client base with a high rate of return over a period of approximately three to five years through significant long-term capital appreciation, or a combination of competitive current income and long-term capital appreciation.
We intend to invest principally in privately-placed common or convertible preferred stock, but we may also invest in subordinated debt or in short-term "bridge" investments, or we may purchase and trade stock that is publicly traded in the open market if we believe that the purchase represents either a significant value or the opportunity for significant appreciation.
Common and preferred equity investments, convertible debt investments and "bridge" investments are collectively referred to as "Qualified Investments," and the companies in which such investments are made are referred to as "Portfolio Companies."