Contact Us
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50 Danbury Road
Wilton CT, 06897 -
Tel: 203-222-4700
Toll Free: 800-248-SWAP
Fax: 203-222-4780
Investment Services
Investment Services are offered to high-net-worth clients, and include providing advice on Institutional Investment, Mutual Funds, Private Equity Investment, Real Estate Investment and Annuities.
Institutional Investment is usually undertaken by large firms and corporations such as banks, pension funds, insurance companies, retirement funds, hedge funds, foundations and endowments that have access to significant amounts of capital. Institutional Investment strategies include investing in hedge funds and private equity, as well as Broad Market, Mid and Small Cap, Long/Short or Enhanced Index, U.S. Equity, Global Equity and Fixed Income.
Private Equity Investment focuses on investing in alternative assets, including structured equity, mezzanine and real estate investments, domestic and international leverage buyouts and growth capital investments. Private Equity Investment also provides start-ups with venture capital.
Real Estate Investment Services help corporate clients acquire, invest in, develop, manage or dispose of retail, residential, industrial, office and hospitality properties.
An annuity is an interest-bearing type of life insurance that offers tax-deferral on investment earnings. It pays the policy holder a periodic income, usually for the rest of their life.