top of page

Delivering Solutions

Accumulate, Distribute, Aspire

Investment Management, Person viewing his investment amounts

Investment 
Management

Tax Advantaged, couple doing home finances

Tax Advantaged

Tax Advantaged 

Tax-advantaged alternative investments offer unique opportunities for diversification and tax benefits. These non-correlated asset classes, like energy and real estate, can help spread risk across your portfolio. The IRS code provides tax advantages in areas such as intangible drilling cost deductions, accelerated depreciation, cost segregation, and opportunity zones. These incentives can reduce your overall tax liability while potentially generating attractive returns.

Co-Invest 

Co-investment opportunities in alternative investments offer a chance for families to invest alongside our institutional partners, joining forces to diversify your portfolio, benefitting from their expertise and enjoying deal terms not otherwise available to the investing public.

Co-Invest,  Two people investing together to diverse their portfolios

Co-Invest

Access

Investment Management-Access

Access

Our extensive network within the institutional investment and family office community grants our clients exclusive access to private deals, often known as "club deals." These opportunities enable you to invest alongside a select group of sophisticated investors in non-correlated asset classes, potentially bolstering the risk and return profile of your portfolio. This unique access to private deals, backed by our firm’s relationships, can be a valuable asset to your family’s investment strategy.

Interested? 

Our strategies are designed to meet the financial needs of individuals, businesses, and family offices. From tax planning to investment management, we offer a range of services to help you meet your financial goals. Interested? Contact us today to discuss your needs and how we can create a custom solution for you.

Check The Background of your Financial Professional on
FINRA's BrokerCheck 

Shaun Eck is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Quantus Group LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

 

Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. 

© 2024 QUANTUS.GROUP. Proudly created by 773DESIGNS

bottom of page