Our Refund Policy

Pennsylvania Investors

United States > Pennsylvania

We are a unique financial services & advisory firm that provides tailored solutions to clients worldwide. Through our three businesses - strategic and financial markets advisory, portfolio management and capital markets - we provide a wide array of services to our client base. Our leadership team boasts a diverse and extensive range of experience from time spent on Wall Street, as managers of risk, and owners of various businesses at large institutions. An affiliate of our Capital Group is a leading national provider of financing for energy, water and renewable energy improvements to commercial properties that qualify for PACE assessment financing.

$5,000,000 to $50,000,000

United States > Pennsylvania

Portfolio Manager, Investment Officer, B.A. Accounting Delaware MBA Finance Delaware Chartered Financial Analyst Current Investments include diversified global equity portfolio Individual Investor Silent Partner

$0 to $10,000

United States > Pennsylvania

58 years old; married with 4 children. Marketing degree from St. Joseph's University, MBA from Villanova. Founding partner of a specialty insurance brokerage firm with an 18 year track record of success. I am an individual investor looking to invest in people that are committed to success. I am open to either a hands-on or silent role depending on the situation.

$10,000 to $50,000

United States > Pennsylvania

I am an IT professional from the Northeast. I do consultant work, invest in mostly in Blockchain projects, and participate in local non-profits. I was the owner of two B Corporations in healthcare before this new venture. My private investments operate with the objective of supporting, funding, and aligning efforts that produce thriving and innovation.

$1 to $30,000

United States > Pennsylvania

I’m 40 with a wife and a little kid on the way. I’ve worked hard in the Power Industry for almost 20 years. 14 as a contractor working with Utilities, generation, and large scale industry (refineries). I presently work with a major Electric Utility as a Field Engineer in Transmission and Substations. I make a good consistent income and have a great credit score. I’m looking for investments and am open minded. I have always fancied myself as an entrepreneur at heart. The housing market seems difficult with taxes, insurance, and rates. Housing is also tough solo for the financial responsibilities. I am looking for something fun and 21st century to get involved in. Forward thinking.

$10,000 to $100,000

United States > Pennsylvania

I am an ambitious individual who has found a very fond interest in investing, business, and entrepreneurship. I am currently married with no kids, but that will hopefully change in a few years. I currently work in the IT industry as a developer and have been in IT for the past 6+ years. I have a bachelors degree in Cybersecurity, but do not use it at all in my current profession. I don't have a ton of investment experience but I do have an e-commerce investment that is active and had previously done a lot of research and hands-on with real estate; however, I felt it wasn't the right time for me to get into it. Since I have a lot of experience as a developer, I'd be happy to be hands-on with any investment if I feel I can allocate enough time to make it worth it. I feel my background in the area may prove useful for those less familiar with the subject.

$1,000 to $50,000

United States > Pennsylvania

I'm someone with a financial background looking for the opportunity to be a silent investor in a growing business. I have capital and want to help the right business grow.

$1,000 to $50,000

United States > Pennsylvania

We are a family office that currently owns companies in healthcare and manufacturing. We would like to back passionate entrepreneurs who are looking to grow companies focused on cash production

$25,000 to $500,000