Alternative Investments

Westport Advisory Group, LLC believes our clients are best served by investing in a balanced and diversified portfolio. To put this belief to practice we may recommend the following alternative investments to our clients. Alternative investments may be used for generating income, capital appreciation or a combination of both.  In an economic landscape of low interest rates and the forecasts for slower economic growth, alternatives may be an appropriate choice for the investor.

 

Current Offerings Product Description


Public Non-Traded REIT

  • Focus on Office buildings and Shopping Centers
  • Texas based-Houston, Dallas and San Antonio
  • Value added approach

Public Traded Holding Company

 

  • Renewable Secured Debentures : L Bonds

The iSelect Fund provides early-stage venture investors with unique and unprecedented benefits:

  • Access to expertly selected private early-stage investment opportunities while piggybacking on the research, experience, and expertise of proven venture investment professionals
  • Ability to acheive diversified exposure without requiring a large minimum investment
  • A fully-transparent investment process providing investors with unparalleled access to initial and ongoing information about their individual portfolio companies from the point of initial investment through liquidity