Find out more about

Strategic Partners Solutions

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Here at JDW Financial Group our goal is to provide individual and institutional investors the opportunity to monetize and manage their liquid investment holdings. We execute many types of transactions, from single fund transfers to complex, structured portfolio solutions and work hard to understand the unique circumstances of each of our partners and offer thoughtful alternatives. Investors value our guidance and support as it relates to private fund commitments, co-investments and portfolio management. We pride ourselves in providing solutions on a fair, timely and confidential basis.

For our limited partners, we strive to provide the benefits of secondary investing. These range from reducing blind pool risk, mitigating the “J-Curve” with shorter duration profiles or diversifying exposure across industries, investment strategies and fund sponsors.

We believe our market position and proprietary investment database reinforce our reputation as an organized and knowledgeable investor.

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