| • |
Diversification – investing
in public markets and private placements |
| • |
Mezzanine Financing – A conservative Private Placement – secured loans to later-stage companies that pay back principal and interest |
| • |
Stability – investing
in uncorrelated asset classes, that decrease volatility and risk exposure
to the public markets |
| • |
Expertise – partnered
with institutional fund managers who have delivered solid, long-term
performance |
| • |
Flexibility – Adjustable
Cashflow Series ™ – client choice to provide predictable cash
flow |