CONNECT

Address:

13700 Tahiti Way, Suite 250
Marina Del Rey, CA 90292

Phone:

310-896-2716,, Toll Free, 866-377-2898

Fax/Other:

310-896-2717

Alternative Investments

Pacific Elite Management Group  recognizes that each client's needs are specific to them and their circumstances. That's why we take an individualized approach to helping each client define their unique investment objectives, then carefully craft investment plans to help them achieve those goals.

As we construct portfolios, seeking to lower correlation to traditional markets for our clients and to stay in stride with current market growth, Pacific Elite Management Group  advises eligible clients on the use of alternative strategies. These strategies may incorporate energy and/or real estate investments into the asset allocation. We have over 20 years of experience in these investment genres and can include them in both taxable portfolios and tax-exempt ones, such as retirement accounts.

Alternative investments can provide essential diversification of select portfolios, by aiming to decrease the risk associated with traditional investments, such as stocks and bonds.

Our powerful global network gives us access to a full spectrum of specialized firms and best of breed service providers well versed in the alternative space.

These strategies may include:

  • Oil and Natural Gas Production.
  • Real Estate Funds.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck