Unique Investment Opportunities...Abound

We are always looking to find quality opportunities for our clients; opportunities typically unavailable to investors with less than $25,000,000. When seeking opportunities for our clients, we don't rely on off-the-shelf products, solutions and strategies. We`re not attracted to the simplest solutions, nor the most popular, nor the easiest to sell. We're looking for the best and most appropriate opportunities for our clients to successfully preserve and protect their wealth; and we do this in a way that is in line with their most meaningful goals and aspirations. Our goal is to set industry trends-not follow them.

DeWaay Capital Management and Due Diligence

Don DeWaay takes a great deal of care and due diligence to review hundreds of proposals each year, selecting only a handful of these proposals to offer to our clients as investment opportunities. If the proposal does not fit within the ethical parameters Don has established for the firm or his clients, it is rejected. Don's team becomes the extra layer of ethical insulation between the investor and the project. Even then, the client is cautioned to properly review the project before investing their money, once again demonstrating his commitment to clients before profit.

There are alternatives to marketable securities that can have every bit the upside potential of market assets while adding a whole new dimension to the concept of diversification. Some of the areas we consistently work in:

  • Diversified Real Estate
  • Energy and Natural Resources
  • Hedge Funds
  • Leasing and Loan Portfolios
  • Private Note and Bond Offerings
  • Venture Capital and Private Equity

Advanced Services

Your net worth sets you apart. So does your income. You're an accredited investor who demands innovation and sophistication in the financial opportunities you consider. Our Advanced Services division was designed for you.

Throughout the year, we have unique opportunities for accredited investors to learn about private investment opportunities. Register below to find out more about these opportunities or to attend a meeting. This is designed for individuals and institutions that are accredited investors defined as:

Any natural person whose individual net worth, or joint net worth with that person's spouse, at the time of his purchase exceeds $1,000,000;

Any natural person who had an individual income in excess of $200,000 in each of the two most recent years or joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year.

Retirement Plans (401(k), SIMPLE, SEP, Defend Benefit)
Insurance (Long Term Care, Life Insurance)
Business/Farm Succession Planning
No-Load Asset Management
Out of area Conference Calls
Stock Market Alternatives
1031 Exchange
Upcoming Events
Tax Planning

COMMERCIAL SPACE FOR LEASE

Commerce Park
Click here for
Newsletter Archives


Connect to the DeWaay Investment Network - Sign up for our E-Newsletter!
For Email Newsletters you can trust