Not all investment groups are the same. When searching for an investment group to do business with, it is recommended to do your due diligence by reading the website, searching for reviews, and speaking directly with the team to see if they are a good fit to meet your needs and goals.
Our chosen group of private investors, fund managers and family offices are central to our success in growing our market share. Part of the success comes from carefully qualifying member applicants. When we align ourselves with like-minded people who have the same interests and values, there is a greater success and relationship formed. We are interested in intelligent and discerning capital sources that have these eight qualities, or how we like to call them The Enviable Eight.
8. Curious about the world, people and ideas so that we all are aligned in terms of our mutual raison d'etat
7. Kind, generous, and relational driven so that hiccups along the way are meaningless.
6. Understands the difference between features and benefits so there is clear understanding of the relationship.
5. Willing to share experiences, history, and expertise to enhance and grow the book of knowledge.
4. Does not need adult supervision.
3. Knows how to use the advice and counsel of the professional world: Attorneys, CPA’s and other experts.
2. Is thoughtful, prudent, and predictable.
1. Is honest with their business dealings and has integrity.
If the above resonates with you, Private Client Investments would love to have you part of the group. At Private Client Investments, we will walk you through all your options and discuss the consequences in depth to help you make the decision that’s best for you.
We offer highly personalized investment opportunities based on your current financial situation. Flexible with terms and conditions, our financial experts provide creative solutions to structuring deals that benefit all parties, unlike our competition.