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Who Can Invest?

At Ziegler, we offer investments that cover a broad range of investing strategies. With a special focus on the areas of real estate, medical devices, banking and renewable energy, we aim to capitalize on evolving opportunities by leveraging our knowledge, experience and synergies in these markets.

Qualified investors may use alternative investments to achieve greater diversity within a portfolio by combining alternative investments with more traditional assets. Investors have the potential to generate steady gains and preserve wealth through up and down markets. Since alternative investments are often not correlated with major market indices, these investments may also help preserve wealth when other types of investments are out of favor.

Whether you are an individual or institutional investor, we may have the right financial opportunity for you.  To learn more about alternative investments offered through Ziegler, please complete the appropriate Prospective Investor form:

  • Individual
  • LP/LLC
  • Corporation
  • Retirement Plan
  • Trust
Alternative investments are not appropriate for all investors, and carry specific risks above and beyond those associated with traditional asset classes.
There is no assurance that alternative investments will outperform traditional investments, or that investing in alternatives will be profitable. Alternative investments are sold to qualified investors only by a Confidential Offering Memorandum or Prospectus. There are minimum eligibility requirements for U.S. Investors. Contact a Ziegler financial advisor to find out if you are eligible.

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Prospective Investors

To learn more about alternative investments offered through Ziegler, please fill out the appropriate questionnaire.

Prospective Investors must fill out separate forms for each desired classification.