Access Wealth Strategies

Alternative Investment Ideas for Accredited Investors

Welcome!

We provide non-traditional investment ideas for accredited and sophisticated investors looking for passive investments that provide cash flow, capital growth, tax benefits, and true asset class diversification.

We believe in the holistic approach to financial planning and asset allocation. Instead of focusing on a limited selection of investment "products" (i.e. the traditional approach of mixing stocks, bonds, mutual funds), we refer to our Asset Allocation MapTM first to get perspective of what we're trying to achieve with different asset classes. Then we find or create the alternative investment vehicles that fit into our overall allocation strategy.

An alternative asset class that we really like right now is life settlements, which provide solid returns and safety that are uncorrelated to the turbulent stock and real estate markets. Through our provider who offers true fractionalization, qualified individual accredited investors can have access to this asset class, which has been traditionally only available to large institutional investors.