5T Wealth Management utilizes a host of strategies designed to optimize the tensions of risk, return and tax.
Depending upon client goals, these can include fund of funds investing in strategies targeting consistent growth through long-term risk adjusted investment returns.
In its role as General Partner, 5T Wealth Management LLC, conducts rigorous research to identify investment themes and strategies appropriate for a core exposure to alternative investments.
Minimum investment is $ 1 million for Accredited Investors only.
• Bank: JP Morgan
• Legal Counsel: Ragghianti Freitas, LLP
• Auditor: KPMG, LLP
• Administrator: ALPS Fund Services
We also research and invest in a variety of alternative investments in our model portfolios including:
- Gold & Precious Metals
- Public & Private REITS and Real Estate LP’s
- Managed Futures
- Master Limited Partnerships