Investment


Institutional Investment

Birch Capital’s company objective is to form and apply client-concentrated investment strategies that provide enhanced returns.  This is achieved through opportunistic, value added, and core investments in properties.  Capital preservation and strategic growth is prioritized; delivered with the highest level of integrity and service.  This is the foundation of our business strategy and firm philosophy.

Our investment programs are designed to uniquely and strategically meet the goals of our clients

  • Seeking better investment options in their investment portfolio, or retirement plan offerings
  • Strategic investments and access to distressed income producing real estate assets
  • Interested in preserving the assets they have accumulated and generating income
  • Wanting direct investment opportunities in real property, and alternative investments not correlated with the equity markets
  • Accommodating ownership structures, optimizing values and financial returns
  • The ability respond rapidly to opportunities and conditions
  • A disciplined focus on major markets with superior growth dynamics
  • Full access to local and national market sources, principals and assets
  • Multiple faceted exit strategies to maximize values and investor yields
  • Highly focused on client goals, risk tolerance and objectives
  • Over 10 years of investment experience in all aspects of the asset management including; equity trading, options strategies, mutual funds.


Securities and advisory services offered through Crown Capital Securities, L.P., a registered broker/dealer and a registered investment advisor.  Member, FINRA and SIPC.


Please provide the following contact information for interest in investments with Birch Capital:

Name
Organization
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Work Phone
Home Phone

Amount of Capital

Type of Investment Desired

Source
Investment Time Horizon
Investment Objectives & Goals

 

 

 

 

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