Private Investments

Private credit refers to loans made by non-bank lenders to businesses or real estate projects, often in the form of direct lending, mezzanine financing, or asset-backed loans. Unlike traditional bonds, private credit typically offers higher yields, floating interest rates, and lower correlation to public markets, making it an attractive source of income and diversification for accredited investors. At Forecast Capital Management, we incorporate private credit strategies to enhance portfolio stability while providing access to institutional-quality lending opportunities.

Hedge funds are actively managed investment vehicles that use a wide range of strategies—including long/short equity, macroeconomic positioning, arbitrage, and event-driven trades—to pursue returns independent of traditional stock and bond markets. Designed for accredited investors, hedge funds aim to generate alpha, manage risk, and diversify portfolios through flexible, often opportunistic approaches. At Forecast Capital Management, we help clients access select hedge fund strategies that align with their goals, offering institutional-caliber solutions without the institutional-level barriers.

Private equity involves investing directly in privately held companies or taking public companies private, with the goal of driving growth, improving operations, and ultimately exiting at a higher valuation. These long-term investments are typically structured through buyouts, growth capital, or venture capital strategies. For accredited investors, private equity offers the potential for enhanced returns, reduced public market exposure, and access to innovation and value creation not available through traditional portfolios. At Forecast Capital Management, we provide clients with access to carefully vetted private equity opportunities that align with their risk tolerance, time horizon, and overall wealth strategy.