Alternative Investing

Alternative Investing

At Plum Financial Group we operate under the principle of diversified portfolios that are a combination of liquidity, income, and growth. We invest in multiple asset classes to achieve your retirement income goals. Our multi-management approach provides our clients with the important mixture of opportunities and risk. A balanced portfolio has the best chance of surviving economic ups and downs.

 We have a very unique way of creating rental income while minimizing the only two risks associated with the purchasing of real estate and that is “surprised maintenance and repairs” and “loss of rents”.  We do this through our rental pool, and our maintenance, which acts much like insurance against the unknown.