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.
*Private markets and alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor.
Diversification and asset allocation do not ensure a profit or protect against a loss.
