Wholesale Investments
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.