Anyone can hold the helm when the sea is calm.

Publilius Syrus

Our Investors

Who we serve.

INSTITUTIONAL INVESTORS

We provide corporations, foundations, endowments, pension funds and  family offices with alternative investment products to navigate dynamic market environments.

FINANCIAL PROFESSIONALS

We provide financial intermediaries access to Providence Heights’ management and timely market commentary.

ACCREDITED INDIVIDUAL INVESTORS

We serve accredited individual investors, who invest from their custodied IRA and brokerage accounts, as well as via direct investments. 

We have established relationships with prominent financial institutions, including Fidelity and Schwab, which custody alternative investments for their accredited client base. 

  • Direct investment allows accredited individual investors to benefit from Providence Heights’ management without the need for intermediaries.

  • Investing through a custodied IRA (Individual Retirement Account) offers accredited individual investors a tax-advantaged way to access Providence Heights’ management for their retirement savings.

  • Accredited individual investors leverage the platforms provided by our established relationships, including Fidelity and Schwab, to custody their alternative investments.