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We work with institutions that offer and manage direct investment alternatives in a variety of sectors. Investing in a tangible asset like real estate (REIT's), can provide the balance and income a portfolio needs to survive the volatility of the publicly traded stock/bond markets. We consider an allocation to non-traded assets 'the third leg under the stool'.

These investments are generally illiquid and long term, but can help protect your investment portfolio from market fluctuations.  Direct participation allows a pass-through of cash distributions and the tax advantages that are associated with the investment. These asset classes are typically not publicly traded and offer investors an alternative to the publicly traded markets.


Call us to learn more about investing your retirements accounts in the Self Storage business.