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Turning Experience into Investment Opportunity

We provide alternative and traditional investment solutions.

Proven Expertise

Our senior leadership and portfolio management teams utilize decades of experience combined with the financial services expertise of Cantor Fitzgerald* to deliver a platform of solutions to investors around the world.

Our Capabilities

Real Assets and Private Market Strategies

Diversify your portfolio through core/core+ private real estate and infrastructure strategies.
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Tax-Advantaged Real Estate Strategies

Manage the tax liability from the sale of real estate, business interests, stocks, bonds, and other asset classes through the use of a 1031 exchange, 721 exchange and the Qualified Opportunity Zone Program.
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Equity Strategies

Achieve potential long-term capital appreciation through differentiated and actively managed mutual funds and SMAs.
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Multi-Asset Strategies

Potentially preserve and grow wealth through proprietary portfolios of ETFs.
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Cash Management

Enhance return and liquidity while providing federal insurance protection on large cash balances.
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Impact and Sustainability

Align personal interests with your investment portfolio through impact and sustainable investing.
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Other Private Market and Customized Solutions

Leverage our team’s extensive experience to tailor bespoke, customized solutions catered to your specific needs.
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We channel decades of experience across the firm to bring a robust 
and growing capability set to our valued clientele.
William J. Ferri Global Head of Asset Management