Create Passive Income.

Build Predictable Income with Bonds, Annuities and Credit Investments.

In volatile conditions, investors often seek stability, income and diversification to mitigate risk. We compliment existing advisor relationships and equity portfolios by focusing specifically on fixed income and income-generating investments.

Our specialty is direct investment in bonds with defined maturity dates that trade with CUSIPs rather than broad fixed income ETFs or strategies that trade like equities. Fixed income and annuities are our core expertise and passion.

How We Help Investors Build Passive Income

We support investors generate predictable income through diversified credit and income strategies with a primary focus on high quality bond portfolios. We provide access to fixed income annuities compliment bond portfolios. When appropriate and suitable, we can also offer investors access to a range of Private Credit and Private Real Estate opportunities.

Our approach is designed to supplement existing financial advisor relationships by providing specialized expertise in fixed income and annuities. Rather than replacing your advisor, we can work together to provide focused and customized income solutions.

Our approach is designed to provide direct investment in bonds rather than via an ETF, for instance, which often may complement existing portfolios and relationships. These strategies have been designed to support investors with particular needs, such as the following:

  • Business Owners, seeking to convert operating income from their business into passive income to support retirement with “pension-like” income streams

  • High Commission Sales Professionals, seeking to smooth their earnings profile and have consistent income during slower times

  • Physicians and Dentists, seeking to gradually reduce working hours while maintaining consistent income to support work/life choices

  • Corporate Professionals, seeking to maximize growth potential for tax-deferred gains in 401k while also creating “pension-like” income streams

  • Intergenerational Investors, seeking to provide consistent income for family members without providing these beneficiaries with lump sum payments