Investor Services

Our clients will have access to our Exclusive Investor Services. We provide a unique combination of financial planning and asset management. We take a holistic approach when working with real estate investors. Just like buying stocks or mutual funds, we believe that implementing a proper financial plan, while incorporating your overall financial situation will help achieve your real estate investment goals. We are committed to our clients. We will provide the necessary tools and resources so you may achieve financial sustainability.

Here is what Investor Services offers:

  • Access to a team of dedicated advisors
    • Mortgage brokers
    • Realtors
    • Property management
    • Lawyers
    • Contractors
  • Educational coursework through Guardian Academy*
  • Customized Investment portal
  • Access to a wide network of sellers, buyers and potential JV partners
  • Access to Off-market and Wholesale deals
  • Personalized Mentoring
  • Angel Investor Network**

If you want to learn more about Investor Services, please contact us.


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