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Individual Clients

Financial Services for US & Global Clients

Investment Management
Business Strategies
Wealth Planning
Insurance & Annuities
Private Credit Funds
Investors face critical decisions about protecting
capital, increasing returns, and minimizing risks
A solid strategy ensures peace of mind, knowing your wealth
is safeguarded and set up for growth
Consultation
investment-management
investment-management
investment-management
investment-management investment-management
Maintaining steady cash flow, maximizing investment returns,
and offering competitive employee benefits are critical to your
company's growth and stability
The right financial solutions ensure liquidity while supporting
long-term security and employee loyalty
Consultation
investment-management investment-management
investment-management
investment-management
investment-management
investment-management
Financial decisions shape lives, including how to save for retirement,
reduce taxes, secure children’s futures, and protect wealth
Consultation
investment-management investment-management
investment-management
investment-management
investment-management
investment-management
Securing a family's financial future, protecting against unexpected
burdens, and ensuring a steady retirement income is crucial
A well-structured plan offers you peace of mind
and safeguards your family’s well-being
Consultation
investment-management
investment-management
investment-management
investment-management
investment-management
investment-management
investment-management
Consultation
investment-management

If you are already our Limited Partner Investor

$9.8 Billion
Securitized Initial UPB
$8.3 Billion
Securitized Assets Under Management
$100+ Million
In General Partners Paid in Capital
27
Securitizations Completed
10-Year
Investment Track Record
investment-management
Strategic Partnership
with Atlas Merchant Capital
Global Investment Firm
investment-management
Exclusive Partnership
with A&D Mortgage
  • A Top Wholesale Lender by Forbes
  • A Top Non-QM Lender
  • Innovation Leader in the Mortgage Industry
investment-management
Non-Agency RMBS
Non-Agency RMBS
Securitized, non-agency, residential mortgages
for fixed-income investor
investment-management
Solutions for Insurance
Companies
Solutions for Insurance
Companies
Custom-built portfolios of securitized, non-agency, residential whole
loans for insurance companies and other institutional investors
Rating Upgrades
ADMT 2024-NQM4
ADMT 2024-NQM1
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