The PIC Desk provides investment opportunities and capital markets-based solutions to top tier clients who are private in nature but institutional in terms of their size and sophistication.* The PIC Desk offers tailored financing solutions, co-investment opportunities in the private marketplace and access to an extensive range of asset classes and platforms.
*PIC clients must qualify as an “institutional account” under FINRA Rule 4512(c) (i.e., clients must have at a minimum $50 million in total assets). PIC products and services are not available for retail distribution.
** PIC products and services are available on a strictly non-discretionary, non-advised basis.
Tailored financing solutions, co-investment opportunities offered in the private marketplace and access to an extensive range of asset classes and platforms.
Related Resources
Institutional investors only, as defined by FINRA 4512(c)3
Investing in international securities involves additional risks such as currency fluctuations, differing financial accounting standards, and possible political and economic instability. These risks are greater in emerging markets.
Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
