Projects
Shaping the Future of Finance with Expertise, Integrity, and Strategic Insight
Expanding Horizons: Investing in Real Estate and Healthcare
In addition to managing funds, real estate is a substantial part of our investment portfolio. One of our current projects is an approximately $20 million assisted living and memory care facility that we own in the Southeastern United States. The facility is over 60,000 square feet on a 6 acre site.