Investments

Stocks - Invest in shares of publicly traded companies

Smart Portfolio

In today's online world, knowing there is someone you can count on regarding your finances is crucial. No matter where you are in life, you can depend on our investment management expertise to build a plan that can help you achieve financial security.

Hedge Funds

Hedge funds pool money from investors and invest in securities or other types of investments with the goal of getting positive returns.

Financial Advice and Asset Management

Asset management is the practice of increasing total wealth over time by acquiring, maintaining, and trading investments that have the potential to grow in value.

Philanthropy

When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.

Alternative Investments

Alternative investments refer to investments made in assets classified as non-traditional investment vehicles. Alternative investments are available to seasoned and esteemed high-net-worth investors and private institutions that meet up certain criteria such as networth/ market valuation.

What We Invest In

Courtland Partners makes it possible for you to achieve your financial purpose which makes it possible for you to live the lifestyle you've always craved for.

Frequently Asked Questions

  • What does Courtland Partners being decentralized mean?

    Courtland Partners offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain. It's a system that removes the control banks, institutions and to a large extent, the govenment have on money, financial products, and financial services and runs on a digital/crypto currency payment system.

  • Courtland Partners being fully decentralized isn't claimed or owned by any individual or entity, but was an idea brought to live by a network of integrated blockchain validators and portfolio managers operating on smart contracts.

  • A smart contract is a computer program or a transaction protocol stored on the blockchain which is intended to automatically execute, control or document legally relevant events and actions according to the terms of a contract or an agreement. They typically are used to automate the execution of an agreement so that all participants can be immediately certain of the outcome, without any intermediary’s involvement or time loss. They can also automate a workflow, triggering the next action when conditions are met.

  • Courtland Partners is a protocol backed by blockchain and runs on smart contracts, hence payments and transactions are carried out through cryptocurrencies such as bitcoin(btc), ethereum(eth), ripple(xrp), binance token(bnb) and stablecoins such as usdt and usdc.

  • Cryptocurrencies such as bitcoin, ethereum, ripple(xrp), binance token(bnb) and stable coins such as usdt or usdc.

  • Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.

  • While the minimum investment required varies from investment firm to investment firm,at Courtland Partners, portfolios with a minimum of $25k, have a personal wealth manager assigned to them. Wealth management is designed for clients whose financial situations warrant the personal attention of a financial professional but at Courtland Partners, every investor has access to contact a wealth manager for a free consultation.

  • There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.

  • Alternative investments are investments specifically meant for accredited investors who are wealthier than normal retail investors. Such investments are made in assets that do not fall under traditional asset classes, like individual stocks, bonds, etc. The lower market correlation makes these investments less volatile, and hence these turn out to be a hedge against inflation for investors. These non-conventional investments are classified as tangible (real estate, precious metals, commodities, etc.) and intangible (private equity, hedge funds, cryptocurrency, etc.).

  • Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.

  • The exchange-traded funds or ETFs are investments that fall between alternative and traditional investments. It lets investors enjoy alternative investment opportunities while not facing any illiquidity issues. In addition, unlike other alt funds, ETFs are well-regulated and could be easily managed, sold, and converted to cash.

  • Depending on your personal situation, there are a number of ways to potentially reduce or defer the taxes you pay on your investments. These can include finding ways to reduce or defer income, capital gains, and estate taxes. Strategies such as Roth IRA conversions, asset location, tax-loss harvesting, or revisiting your gifting and estate plans may help you grow your wealth and preserve your legacy.