Achieving Growth

with u in mind


In addition to traditional equities and balanced money management strategies, we also offer many innovative alternative investments which may help retirees who haven’t saved up quite enough of a nest egg in their 401(k) or other traditional investments.

While being mindful of setting aside a portion of the portfolio to help generate a steady and reliable source of retirement income to supplement Social Security, in some cases it makes sense to utilize some of these alternative investments in order to “catch up,” or help address the fear of running out of money in retirement.

Some of the alternative investments we may recommend to you include 1031 exchanges, private equity real estate, REITs, dividend-paying funds centered on the hospitality industry, or conservation easements. We are constantly on the lookout for new alternatives which pass our muster upon research and mathematical analysis.

The fear of running out of money is partly due to increased longevity.

Watch founder Jim Jones’ appearance on Retirement News Online:

watch video →