The firm is very
much in the "forefront" with regard to our ability to offer numerous
quality alternative investments to our clientele.
Many lay persons and indeed many investment professionals are completely
unaware (or at least not knowledgeable) with regard to the availability
of alternative investments. Indeed, a great many investment firms,
and their managements, are either not aware of the availability of these
products or do not offer them simply from lack of knowledge or improper
Our reference to alternative investment
products, simply means any product or service which will enhance the
value (and diversity) of a client's portfolio without relying on simply
being "long" the "traditional markets" (stock and bond markets).
After all, history demonstrates that there are periods of time when both
of these traditional markets have declined in tandem!
In this day and age, anyone can
easily participate in "traditional markets" and without the assistance
of an investment professional. If an investment professional is to
grow their business and remain truly competitive, then they must in some
manner add value and innovation (beyond service) to that which they
offer a client.
Here at PICI, we have numerous methods of
accomplishing this through products and services not usually offered by
our competitors or indeed even by some of the larger "wirehouse" firms.
Such services may be as simple as a professionally managed portfolio
which is hedged by covered call writing, or perhaps an investment based
upon real estate or equipment leasing. We, of course, offer these
In addition, we offer the following
products and services not generally offered by our competitors: