Optimize Your
Investments
As the investment landscape shifts toward alternatives, relying solely on publicly traded stocks and bonds may prevent investors from maximizing portfolio performance.
simplifies alternative investing to help investors achieve
diversification
tax benefits
long-term growth
Investors gain access to carefully vetted private market opportunities, investing in private equity, private debt, private credit, syndicated loans, commodities, real estate and more. These offerings may help reduce market volatility exposure, generate steady income, and support portfolio growth while ensuring transparency and compliance.
Connect qualified investors with suitable opportunities
What We Do
Bridging The Gap
Connect investors with issuers to unlock value and opportunities to achieve financial goals.
Due Diligence
High standards due diligence process allows for transparency and alignment with investor investment objectives.
Smooth Process
A seamless and secure investment experience from start to finish.
Your Challenges, Our Solutions
Facing High
Tax Obligations?
Accredited investors often face the burden of the highest tax brackets. Explore solutions for high-net-worth individuals that may reduce or defer tax obligations on sustainable returns.
- Delaware Statutory Trusts (DSTs) for 1031 Exchanges
- Qualified Opportunity Zones
- Renewable Energy Tax Credit Programs
- Oil and Gas Partnership Interest (Coming Soon)
Struggle To Find
Attractive Opportunities?
Many investors struggle to find high quality alternative investment options. We simplify this with our strong pipeline and strategic partnerships with issuers, ensuring investors gain access to selected premium opportunities.
Facing High
Entry Barriers?
Many alternative investments require high minimums, making entry difficult. We provide offerings with lower minimum thresholds and flexible options to promote inclusivity for accredited investors.
Inability To Navigate
Private Offerings?
Conducting private placements demands specialized expertise. Our offerings are thoroughly reviewed for business models, market analysis, risk evaluations, and alignment with your diversification goals to ensure a seamless and transparent process.
Our Partners
Your Trusted Partner In Alternative Investments
We connect investors to a broad network of issuers and offerings, providing access to a wide range of high-quality investment options. Here is how we work to bring you suitable investment opportunities.
Step 1: Rigorous Due Diligence
Every opportunity undergoes a comprehensive review to ensure it meets our high standards of quality and transparency.
Why It Matters?
So you can invest with confidence, knowing every detail has been scrutinized.
Step 2: Tailored Investment Opportunities
Following our due diligence process, we identify your unique investment goals and present opportunities specifically tailored to meet your needs.
What You’ll Get
Access to high-quality investment options tailored specifically for your investment objectives.
Example Opportunities
Non-Traded Secured bonds and Preferred Stocks in asset-backed investments, trade finance, syndicated loans, partnership interest in royalty rights, Delaware Statutory Trust (1031 exchanges), and tax-advantaged funds.
Our experienced team ensures your investment journey is smooth and secure.
What You’ll Experience
Streamlined Onboarding
to get you started quickly
End-to-End Support
including guidance on reviewing documents, assistance with understanding key details, and ensuring all paperwork is completed accurately.
Smooth Closing Process
via a secured cloud based shared folder to keep all documents organized and accessible.
What Sets Us Apart
Committed to Quality
Our detailed due diligence and transparent risk disclosures give you confidence to make the informed decisions.
Empowering Your Financial Journey
Gain knowledges that help you make smarter decisions.
Find Your
Alternative Investments
Today
Onboard today and start exploring new opportunities
OR
Have any questions?
Frequently Asked Questions
Got a question? We’ve got answers!
Explore our FAQs for quick and helpful information.
What is the investment process?
Our investment process are as follows:
- Complete STGM onboarding package.
- Once relationship is established, investor will gain access to offerings from an assigned STGM representative.
- Review the offering documents that fits your investment objective.
- Complete the subscription agreement.
- Fund the investment directly with the issuer (STGM never touches your money).
What are the fees and costs?
All the fees in the offering are listed in the memorandum. STGM does not separately charge investors a brokerage fee.
What are the tax implications or considerations I should know about?
Investors must complete a W-9 form along with the subscription document, or a W-8BEN form for foreign investors. The most common tax forms issued are 1099 or K-1. Some investments allow for tax deferral or deductions. STGM does not provide legal, tax or accounting advice. This information is provided for informational purposes only and is not intended to provide tax advice. You should consult with your tax professional prior to acting on the information set forth herein.
How do I monitor my investments?
The issuer or custodian of your investment will provide options (online portal, email, or mail) for accessing your monthly or quarterly statements. It will also provide end-of-year tax forms.
Do I have to be an accredited investor to be able to invest?
An accredited investor can invest in any opportunities on our platform. However, if you do not meet the definition of an accredited investor, there are other investment options available. Contact us today to determine which offering is suitable for you.
How do I know if I am accredited?
For accreditation, here are the common types of qualifications:
(1) Individuals – Net worth over $1 million, excluding primary residence (individually or with spouse or partner) or Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.
(2) Entities – Entities owning investments in excess of $5 million or corporations, partnerships, LLCs, trusts, 501(c)(3) organizations, employee benefit plans, “family office” and any “family client” of that office with assets in excess of $5mm.
For more information, please check SEC website.
Why should I consider alternative investment and invest in private placement?
One should consider alternative investments for diversification, as they are not correlated with the stock market. Private placement provides investors with access to private companies for additional investment opportunities that are not typically available on investment platforms.
Do I have to open an account with STGM in order to make an investment?
We do not open brokerage accounts for you. Instead, your investment capital is sent directly by you or from your financial institution to the issuer or custodian bank of the invested company.
Are there educational resources available to help me understand private placements?
We routinely hold educational investment seminar. We can also schedule a private presentation of our opportunities. Contact us today for more information.
Are track records available?
Since STGM is not the investment manager, a company’s track record is maintained by each issuer or company directly. Contact us today to obtain additional information.