HOW IT WORKS
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HOW IT WORKS *
Overview
Our Private Markets Platform is designed to give medical practitioners access to institutional-quality private market opportunities through a curated, multi-manager, multi-strategy approach. The platform simplifies access to private equity, private credit, real estate, and infrastructure investments—offering diversified exposure, professional oversight, and a seamless investment experience tailored to the needs of busy professionals.
Medical professionals face unique financial challenges: demanding careers, limited time for portfolio management, and the need for long-term wealth preservation and growth. Our platform provides a turnkey solution that allows practitioners to participate in high-quality private market investments without the complexity of sourcing and managing them directly.
We offer a range of client engagement models designed to meet the diverse needs of investors seeking access to private market opportunities. Whether you prefer a fully guided experience, independent control, or a technology-enabled hybrid approach, our platform provides the flexibility, transparency, and support to help you achieve your investment goals.
Advised Account Services.
Personalized, expert-led portfolio management.
With the Advised Account model, clients receive comprehensive guidance and portfolio oversight from our investment professionals. Each portfolio is tailored to the client’s objectives, risk tolerance, and liquidity needs, and may include diversified exposure to private equity, private credit, real estate, and infrastructure funds.
Our team provides:
Strategic asset allocation and portfolio construction
Institutional-grade manager selection and due diligence
Ongoing monitoring, reporting, and performance reviews
Cash flow and liquidity management
This model is ideal for investors seeking hands-on advisory support and a customized private markets experience.
Self-Directed Investing.
Independence and flexibility with institutional access.
The Self-Directed Account model empowers investors to take control of their own private market investment decisions. Through our platform, clients can browse curated third-party funds, review due diligence materials, and make commitments directly at their own discretion.
Key features include:
Direct access to a vetted selection of private market opportunities
Comprehensive fund data, research, and performance analytics
Streamlined digital subscription and capital call management
Transparent reporting and portfolio tracking
This model suits investors who prefer autonomy and direct decision-making while leveraging the platform’s institutional-quality infrastructure.
Hybrid Investing.
Technology-driven efficiency with human expertise.
Our Hybrid Model combines the convenience of automated portfolio construction with the reassurance of advisor oversight. Using advanced algorithms, the platform builds diversified private market portfolios aligned with each client’s risk profile, time horizon, and objectives. Advisors then review, validate, and adjust allocations as needed to ensure strategic alignment.
This model offers:
Automated portfolio design and rebalancing
Advisor review and personalized recommendations
Simplified onboarding and digital execution
Continuous monitoring and performance reporting
The Hybrid approach is ideal for investors who value automation and efficiency, but also want expert validation and ongoing human insight.
Choosing the Right Model
Each engagement model offers a different balance of control, guidance, and automation:
Advised Account: Best for clients seeking a fully managed, bespoke experience.
Self-Directed Account: Ideal for confident investors who prefer independence.
Hybrid Model: Perfect for those who want a blend of smart technology and professional oversight.
All models are supported by our platform’s secure infrastructure, institutional access, and transparent reporting, ensuring a consistent, high-quality experience across every engagement type.
Flexible Account Options
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INDIVIDUAL TAXABLE ACCOUNTS
An Individual Taxable Account provides investors with direct, flexible access to private market opportunities—such as private equity, private credit, real assets, and infrastructure—outside of tax-advantaged structures. This account type is designed for individuals seeking to build long-term wealth through alternative investments while maintaining ownership and control of their assets.
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RETIREMENT INVESTMENT ACCOUNTS
Private market accounts designed for retirement provide investors with access to alternative investments—such as private equity, private credit, infrastructure, and real assets—within a tax-advantaged retirement structure. These accounts are intended to help long-term investors enhance portfolio diversification and return potential while maintaining compliance with retirement plan regulations. including:
Accounts include: Self-Directed IRAs (Traditional or Roth), SEP, SIMPLE, and SOLO 401(k).
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LEGAL ENTITY ACCOUNTS
Legal Entity Accounts allow organizations—such as trusts, family offices, corporations, partnerships, or limited liability companies—to invest in private market opportunities under the name and tax identification of the entity. These accounts are designed to provide flexibility, governance alignment, and institutional-grade access to private equity, private credit, real assets, and other alternative investments.
Who It’s For
Family Offices and Trusts; Corporations and Partnerships; Foundations, Endowments, and Nonprofits.
