We work closely with Family Offices, Registered Investment Advisors (RIA) and Wealth Advisors to create customized and diversified debt strategies for their clients.
When managing a high net worth client’s portfolio, it’s typical that a substantial portion of the portfolio be exposed to stocks, bonds, mutual funds, and ETFs. Carlyle Capital helps incorporate the alternate asset class of real estate debt financing to reduce overall market correlations, provide yields that surpass the bond market, and provide less volatility than the stock market. The combination of attractive income alongside downside protection is attractive can be custom tailored to each institutions guidelines.
With the stricter standard imposed to act as a true fiduciary when managing a portfolio, we welcome a discussion to evaluate how Carlyle Capital can enhance an overall strategy.
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