Preferred Securities Investments

Discover our preferred securities investment opportunities designed to provide stable income and capital preservation.

Institutional Preferred Portfolio

Our Institutional Preferred Portfolio invests in preferred securities issued by large financial institutions, including banks, insurance companies, and asset managers. These securities offer attractive yields with investment-grade credit quality.

Real Estate Preferred Equity

Our Real Estate Preferred Equity investments provide capital to high-quality real estate projects in a senior position to common equity. These investments offer attractive current income with downside protection through preferred returns and structural protections.

Convertible Preferred Fund

Our Convertible Preferred Fund invests in convertible preferred securities that offer current income with potential equity upside. The fund targets securities with attractive conversion features and solid underlying company fundamentals.

Benefits of Preferred Securities

Attractive Income

Higher yields than traditional fixed income with regular distributions

Priority Position

Senior to common equity in the capital structure for added security

Diversification

Different risk/return profile than stocks and bonds for portfolio balance

Ready to explore preferred securities investments?

Contact our team to learn more about our current preferred securities offerings.