Our Three Levels of Private Investment Access

1. Private Funds

LGA professionally sources private funds with predominantly asset-backed strategies and expected distributions.  We typically focus on recession-resilient or low-correlation asset classes that may provide a hedge against public portfolio investments.  Our team mainly avoids private equity or debt-heavy offerings.

2. Fund-of-Funds

Fund-of-funds target asset class diversification, wider access, and simplified tax reporting with a single K1.  Occasionally, volume leverage can be used to negotiate discounts with underlying investment managers.  While fund-of-fund options are not discussed publicly, we do review their appropriateness one-on-one with investors after they are clients.

3. Direct Investments

LGA occasionally provides expansion capital to small or mid-sized companies who are looking to grow operations.  These investments typically have a higher risk profile, but also offer the potential for dividend and capital distributions.  We have historically provided these opportunities to clients free of charge, considering the valuation and audit difficulties surrounding these investments.

DO I QUALIFY?

LGA’s Private Investing Program

Return & Cash Flow Potential

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We source income-producing opportunities with the potential for longer-term growth.  Investors can either reinest distributions or pull them out for retirement cash flow.  Explore how private investments can complement your public portfolio.

Increase Diversification

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Private investments can offer diversification to public-only portfolios.  We largely focus on uncorrelated or recession-resilient private funds, aiming to hedge your risk during economic or market downturns.

Outsource the Work

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LGA’s professional investment team does all the legwork around sourcing opportunities, conducting due diligence and managing the ongoing investments.  You can enjoy the feel of smaller tangible opportunities while our team does all the work.