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Alternative Investments

We believe that an informed investor is an empowered investor. Let us help you understand where alternative investments may fit into your portfolio.

Red Oak Capital is a debt fund sponsor that specializes in providing short-term, structured financing solutions for commercial real estate projects in primary, secondary and select tertiary markets. They seek to create risk-efficient investments that optimize diversification and are purely uncorrelated to broader financial markets.

Lateral Investment Management is a Private Equity firm that provides creative structured financing solutions to mitigate risk for investors and limit dilution of the portfolio company partners, aligning their mutual interests to maximize uncapped upside. Lateral’s goal is to help business owners realize the potential of their business without losing control and to manage risk for their investors while delivering upside potential.

Buddy Mac Holdings, LLC is a Master Franchise Developer for Buddy’s Home Furnishings in the Rent-To-Own industry, currently operating 85 stores with revenues of 71 million throughout North Texas, Oklahoma, New Mexico, Missouri, Kansas, Arkansas, and Tampa Florida markets.

John Henry Oil Corporation is a third-generation oil producer, who for more than 90 years has been committed to the discovery and development of productive wells in the Appalachian basin in the Northeast region of the United States.