Wendell Charles Financial provides our clients access to opportunities that they may be unable to find anywhere else. In addition to asset management, we provide a direct line to some of the most respected Venture Capitalists in the world. We give our clients right of entry to sought-after late-stage pre-IPO opportunities.
Alternative investments for accredited investors include: late stage private equity funds, REIT’s, hedge funds, managed futures, & equipment leasing. A comprehensive analysis & due diligence process is conducted to determine risk levels versus potential gain. Please contact your advisor to determine if alternative investments are suitable for your unique situation.