Let us show you how to achieve your envisioned future and proactively plan for each significant life transformation by creating a comprehensive intergenerational wealth plan that aligns with your aspirations, intentions, risk propensity and time frame.
Invest with Grow with Confidence
purpose
Putting Your Best Interests Forward
The path towards financial prosperity is unique to every investor and trying to navigate multiple investment options while trying to manage risk, preserve capital and build wealth can make finding and staying on that path challenging. At DMD we have the resources and expertise to build a customized plan for you to weather the many variables that may affect you and your family’s life events.
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We Start By
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Listening to you and gaining a proper understanding of your specific needs and the challenges you currently face.
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​We then work with you to build a customized investment plan that takes into consideration your specific investment objectives, risk tolerances and overall financial needs and goals.
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We then select from a curated lineup of investment strategies that are aligned with your objectives and long-term plans.
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Once your investment plan is established, we monitor your portfolio to ensure it is customized to your risk tolerance and objectives, as well as any changes in your life.
Private Investments Can Take Various Forms, Including:
Private Equity Investments
Private equity involves investing in established private companies; that is their shares are not listed on the public stock exchange. These companies may need capital for expansion, restructuring or acquisitions.
Private Credit Investing
This type of investments serves as an income enhancer. It involves lending money to private companies or projects that are not able to gain access to public credit markets. These can include direct loans or other debt instruments.
Real Estate
Private investments in real estate involve acquiring and owning properties that are not publicly traded on the stock market. This can include residential, commercial, or industrial properties.
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Real Asset Investment
These are tangible assets which includes; timber, coal mines, rare stones, gold mines, oil fields, precious gems and infrastructure, each with their own unique risks and rewards.
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Private Placement Program / High Yield Investment Programs:
A private placement program (PPP) refers to a specialized and exclusive financial investment opportunity available to a select group of high-net-worth individuals, corporations, or institutional investors. It is a form of alternative investment, often dealing with large amounts of money and can only be executed by a qualified trader, licensed perform these transactions.
