Alternative Investments

Many firms may specialize in equities or fixed income securities. These may not be appropriate for your special circumstances. We look at alternative investments to ensure we take your entire situation into consideration. These investments may include:

Healthcare Real Estate Investment Trust
Business Development Company
Real Estate Investment Trust
Structured Products
Private Equity Funds

Every Life Has A Story Fueled With Passion and Dreams. What’s Yours?

Wealth Management Aimed at Empowering Your Purpose


At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.


Pence Financial Group
5000 Birch Street W. Building Suite 3000
Newport Beach, CA 92660