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At Balcomie Capital, we partner with a small group of high-net-worth individuals in the private, alternative investments. Our investors seek tax-advantaged investments to build generational wealth while providing passive income.
VOLATILITY
The traditional portfolio allocation can fluctuate wildly in response to economic and geopolitical uncertainties. We mitigate these dynamic fluctuations by choosing investments with a low correlation value to world markets.
INCOME DRIVEN
Balcomie Capital focuses on providing recession-resistant cash flow to our investors. True freedom replaces earned income with passive income to be able to do what you want when you want.
ADVANTAGES
As you grow your wealth and income, income taxes are a common threat to your portfolio. We source and structure investments to offer our investors the most significant tax benefits.
MATTER
We know that our success is determined both by the relationships we have in the local market and with our investors. Our long-term relationship with you, the investor, will be the legacy of our company. But we are, however, also keenly aware that our responsibilities do not stop at our office doors.
We strive to offer our investors private investment opportunities with a predictable revenue stream and a commitment that their capital is being deployed by an informed, experienced team of qualified managers.
*Definition of Accredited Investor:
You qualify as an Accredited Investor if you meet any of the following criteria: a) You earn over $200,000 in annual income, b) You, together with your spouse earn over $300,000 in joint annual income, c) You have a net worth, exceeding $1,000,000 (excluding the value of my primary residence), individually or together with your spouse.
Disclaimer:
The material on this website is for the general information of our clients and visitors. This website does not constitute an offer to sell or a solicitation of an offer to buy or sell any security or investment product, and may not be relied upon in connection with any offer or sale of securities. Nothing on this website is a recommendation that you purchase, sell or hold any security, or that you pursue any investment style or strategy. Nothing on this website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax, or legal advice.
Investments may only be made pursuant to a Confidential Information Memorandum from Balcomie Capital LLC.
This website is provided solely for convenience and does not constitute legal or investment advice. The materials on this website are provided for information purposes only. Balcomie Capital, LLC provides the information, and while we endeavor to keep the information up to date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability concerning the website or the information, products, services, or related graphics contained on the website for any purpose. Any reliance on such information is therefore strictly at your own risk. Some pages of this website may contain links to other resources on the Internet. Those links are provided to help you identify and locate other Internet sources that may be of interest. However, the links are not intended to state or imply that Balcomie Capital, LLC is affiliated with or legally authorized to use any trade name, registered trademark, logo, official seal, or copyrighted symbol that may be reflected in the links.
Investors can be placed into three categories in terms of their personal financial preparedness and the preparedness of their portfolios when faced with economic adversity…