Wholesale Investments

Wholesale Investment Opportunities

Expand your investment horizons

We believe in courageously broadening your investment universe through our diverse mix of investment opportunities.

We offer alternative investments to help eligible investors build a resilient, multi-asset portfolio.

Through our partnership with Partners Wealth Group, eligible 4C Wealth clients can access a broad range of wholesale and alternative investment opportunities through Partners Private

Visit the Partners Private website

 

Our Wholesale Investment Offering 

  • For eligible clients, we open doors to private equity, real estate, infrastructure, and more - opportunities usually reserved for institutional investors, stockbrokers and family offices.

  • We design tailored investment mixes that reflect your goals, risk appetite, and time frame. 

  • Every opportunity is thoroughly vetted using our stringent and robust due diligence process for quality and suitability. 

  • Our strong industry relationships give you entry to investments not widely available. 

  • We tailor recommendations to your circumstances and update your portfolio as your needs change. 

  • You’ll always know what you own, how it’s performing, and why we recommend each investment.

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