For over two decades our founder has worked with very successful entrepreneurs and senior executive clients; and yet during that time he noticed many of the big box firms offered to manage a client’s investments on their own platform through traditional securities but rarely offered to evaluate investments off platform. Of course this peaked his interest. 

After some research he realized many big box firms create backend deals with alternative investments funds, or firms, to act as their distribution arm to sell the private placement or IPO. While not an abnormal distribution / sales practice the financial arrangement between the companies was rarely overtly disclosed. Usually you needed to look deep in the bowels of the fine print to find out how much was being paid on the backend of the deal. This begged the question, was the opportunity in the best interest of the client – or firm? Since most of these opportunities are available to Accredited Investors it is assumed the investor is more sophisticated and therefore understands the risks associated with investments like these.

But what happens when you, the Accredited Investor, finds a “one off” investment opportunity and needs a firm to evaluate that opportunity? Would that same big box firm independently evaluate your opportunity? In many cases, no.

At Different Investments™ we focus on being different than our competitors. But what does that actually mean?

While we will work with clients in a traditional investment management arrangement we also offer project based alternative investment evaluations. In other words, clients – or third party sponsors – can approach our team to perform a complete analysis of their “one off” alternative investment. 

This means our team – for a fee – will provide an independent analysis solely designed to help you evaluate your investment opportunity. Upon review of the request if our team is confident they can provide a comprehensive analysis then a detailed explanation will be provided to the client, or sponsor, ahead of time outlining exactly what will be provided along with the corresponding fee. 

Additionally, as sponsors of private placements approach our firm for an independent analysis we reserve the right to present any completed evaluation to our existing clientele for investment. In the event we present a third party investment to a client we will disclose the fees paid to our team for the independent analysis and any fee there might be for soliciting the investment on behalf of the sponsor. 

To invest different we believe you must think different. Therefore, offering evaluations on alternative investments like…