COVID 19 Update:

We hope that you and your family are staying safe during these uncertain times. We remain committed to protecting the safety and well-being of our employees as well as minimizing any impact for our clients.  To that end, the Strategic Group is continuing normal business hours remotely.

If you need any assistance or have questions, please contact us at 888-800-1031 or email


When considering real estate investment, tax-related investments, and other private equity investments, you should consider various risks, including the fact that some products use leverage and other speculative investment practices that may increase the risk of investment loss, can be illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees, and, in many cases, the underlying investments are not transparent and are known only to the investment manager. With respect to these investments in general, you should be aware that returns from some investments can be volatile and you may lose all or a portion of your investment.

Past performance of any investment is not necessarily indicative of future results. You should only commit risk capital to a fund or tax investment. You should obtain investment and tax advice from your advisors before deciding to invest.

This website is not an invitation to subscribe for shares in any fund and is intended for informational purposes only. Subscriptions will only be received, and shares issued on the basis of the current Prospectus or Private Placement Memorandum for the relevant fund. Nothing contained herein constitutes investment, legal, tax or other advice, nor is it to be relied on in making an investment or other decision. Nothing herein should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment, or to engage in any other transaction. The information on the non-public areas of this website may only be accessed by persons who are “accredited investors” and “qualified clients” within the meaning of U.S. securities laws.