Alternative investment solutions from our trusted partners

We are backed by the strength and leadership of Callodine Group, an asset management platform whose subsidiaries specialize in income-oriented solutions. The Callodine platform has the ability to invest across the capital structure with a focus on generating meaningful yield for clients. Callodine’s investment teams manage strategies spanning public equities and private debt on behalf of clients.

Callodine Capital Management

Callodine Capital manages long/short and long-only investment strategies targeting the dividend-paying segment of the equity market. The team at Callodine Capital utilizes its breadth and depth of experience in the equity-income space to identify cash-generative companies across a wide swath of industries, including specialty income-oriented niches like Business Development Companies, Master Limited Partnerships, and Real Estate Investment Trusts.

Callodine Credit Management

Callodine Credit is a provider of asset-based loans to middle market companies in the U.S. and Western Europe. They serve as a complementary financing source, filling a gap between where traditional capital providers are comfortable lending and the capital a company needs.

Thorofare Capital

Thorofare Capital is a commercial real estate lending firm with a national presence. They provide financing for value-add and opportunistic acquisitions, recapitalizations, and distressed debt secured by transitional properties.

Sign up to receive the latest financial planning and investment tips and news.

View all Preferences