Private Investment Update Q1-2016

Delivering Consistent Income

Despite public market volatility, our Private Investment Program continues to deliver on its goals:

  • Provide security and freedom through increasing cash flows
  • Reduce stress through consistent performance
  • Increase access through lower investment minimums

We continue to work countless hours getting clients more deeply involved, staying on top of current investments, and sourcing new opportunities.

Quick Program Update (Stats)

Below are selected stats associated with our Private Investment Program for Q1/2016:

  • $3.3 million of new client savings were invested ($11.1 million since program inception)
  • 47 new individual investments were made (138 placements since program inception)
  • 3 new households began participating (36 total households are now invested)
  • $31K of average annual cash flow per client ($1.1 million annual cash flow for all clients)
  • $8.4 million of more potential investments available with existing clients, representing the possibility of an additional $840K of near term cash flow
LGA clients are continuing to grow their allocations to this program, growing their passive income and inching ever closer towards greater safety and their freedom day.
We are also seeing enthusiastic referrals from our clients to their friends and family. The three new clients added in Q1/16 were all excited about the cash flow and stability of our specific flavor of private investments. They were also excited to access investments reserved for the uber rich, by leveraging our aggregated purchases.
We continue to work hard on sourcing quality opportunities and managing the existing opportunities with our private partners. As always, all investments have been made free of commissions from us, given our fiduciary status with clients.

Additionally, our program continues to stay away from startups and venture funds, instead focusing on opportunities with extremely high success rates, and meaningful assets or protections.

 

Learn More About How Private Investments Can Supplement Your Current Public Investment Strategy

LGA clients receive a Quarterly Private Program Report which provides details of their various holdings and how they are performing.

Also, clients work closely with a dedicated LGA Private Client Advisor to determine appropriateness, size of investment, and which accounts are best suited for each specific opportunity (for example, a heavy income-producing investment may be better suited in a tax-free IRA account).

This fiduciary Private Client Advisor is unbelievably unique to the space, as there are zero commissions paid to the Advisor or to our firm.

That means our advice is conflict-free.

How do we do it?

Learn more about how the highest fiduciary model works (Registered Investment Advisors), and how we provide access to professionally-sourced opportunities for our clients to generate consistent income.

Schedule a time to chat with us by sending us an email or by completing / submitting our simple form here (takes literally 15 seconds):

Contact Us

Give it a go…the conversation will at worst be educational, and at best might be life-changing.

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