DeLaroche has constructed portfolios using broad diversification across multiple asset classes to meet the investment needs of institutional and individual investors. In many cases, the amount of money necessary to diversify a portfolio properly may be too large for some clients. When appropriate, we will establish a private or commingled fund as a means of providing access to our services on a cost-effective basis. A commingled fund may benefit from lower investment minimums and the economies of scale that can come from pooling the assets of similarly minded investors.

With our private funds:

       •  We will not have custody of any assets; a bank or other independent financial institution will take custody of the assets.

       •  An independent accountant will approve any payments from the fund to us.

       •  Another independent accountant will audit the fund annually.

Under SEC rules, access to information on private funds is restricted to qualified investors. If you wish to see information on our private fund, you must meet the qualifications and register with us.