Private Investments

Prosperitas Wealth Management can source private investment opportunities for clients that want a diversified investment portfolio consisting of real estate, early stage companies, oil & gas, private debt, hedge funds, and other alternative investment assets.  We believe that not all investment portfolios should follow the 60% stock and 40% bond traditional portfolio model.  So work with Prosperitas Wealth Management and gain access to an entire new world of investment options beyond the stock market.  

What investment value proposition do private investment offer?  These types of investment have less correlation to the stock market and offer more diversification opportunities.  They offer alternative investment opportunities when the stock market is volatile and not performing well.  They can potentially be a great inflation hedge and offer tax benefits such as when you consider investments in private real estate assets. 

Alternative Investment Strategy:

  • Income – Investments that focus on cash-on-cash returns like a debt funds
  • Growth – Investment in early stage companies (higher risk) that do not produce income/dividends but could appreciate over time
  • Balanced – Investments that provide a combination of both income and growth such as real estate

Additionally, you can invest in alternatives using retirement accounts like your IRA making them tax efficient.  Prosperitas Wealth Management has access to alternative investment opportunities that were previously only available to institutions and the ultra-wealthy.     

Risks with these types of investments:

  • Liquidity which means exiting/selling these investments are more difficult
  • Less transparency in financial reporting

Customized Investment Portfolios

Strategies for growth, risk management, and market volatility.

Public Markets

  • Tax-efficient strategies
  • Passive & active investment solutions
  • Curated asset mix
  • Diversified holdings to reduce expected risk
  • Lower costs

Private Markets

  • Institutional-quality opportunities
  • Managed & direct investment solutions
  • Illiquidity premium capturing
  • Attractive yield opportunities
  • Risk mitigators

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