Blue Pacific Wealth Management provides advisory services for following types of Institutional Alternative Investments:
NON-LISTED INSTITUTIONAL REAL ESTATE INVESTMENTS TRUSTS
NON-LISTED INSTITUTIONAL CREDIT INCOME & GROWTH INTERVAL AND CLOSED-END FUNDS
DIRECT COMMERCIAL REAL ESTATE & PARTNERSHIPS
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Сore values and our advantages
We Are A FiduciaryOur services are offered through Shorebreak Capital, LLC., A Registered Investment Advisor, which abides by a strict fiduciary standard, always acting in the best interest of our clients. Mr. Bourgeois is Principal of Shorebreak Capital, LLC.
We Do Not Sell Investment Products or Charge Commissions
We are compensated for our services by advisory and portfolio management fees only, eliminating potential conflicts of interest and offering investment and financial planning solutions with 100% transparency.