Alpha Investment Co

Homer Group is a reputable company based in Saint Louis, MO, specializing in providing a range of professional services to its clients. With a focus on quality and customer satisfaction, Homer Group offers solutions tailored to meet the unique needs of each individual or business. Generated from their business information

Oppenheimer & Company is a full-service broker-dealer and investment advisory firm that provides financial services to investors, individuals, businesses and institutions. Founded in 1986, the company provides assistance with accumulation, protection, preservation and transfer of wealth. It operates Oppenheimer Asset Management that deals in hedge and mutual funds and domestic investments. Oppenheimer Asset Management s equity portfolio management focuses on large-cap value and small-cap growth investment styles. Oppenheimer & Company s trust company provides trustee, estate settlement, cash management, escrow and custody services to individuals, nonprofit organizations and businesses. The company is a wholly owned subsidiary of Oppenheimer Holdings, which is a financial services holding company. The parent company s other subsidiaries include Oppenheimer Life Agencies and Oppenheimer Trust Company. Oppenheimer & Company has a presence in St. Louis.

We are delighted that you are taking the time to learn more about Alvery Bartlett Group and the investment opportunities we offer. We believe that it is critical to look past prevailing views, which can over inflate the value of many popular investments. Investors need greater diversity and flexibility in preparing for their long-term financial goals. Our experience from analyzing and investing in the financial markets for the past 40 years has lead us to conclude that true portfolio diversification can only be achieved through exposure to the five asset classes consisting of stocks, bonds, real estate, natural resource based investments, and cash. Alvery Bartlett Group can provide you with a full complement of traditional investments such as stocks, bonds, annuities and insurance products. The focus of our website is to introduce you to several sophisticated, hard asset based, alternative investments including Real Estate Investment Trusts, Oil and Gas Drilling Programs, Royalty Interests, Timberland Investments and Gold Based Investments. We have also included valuable information that summarizes Internal Revenue Service Section 1031 like-kind exchange strategy for deferring federal and state income taxes on real estate held for investment or use in business. Our affiliate, 1031 Investment Services, can provide you with additional information and assistance for conducting an exchange. We realize your time is valuable and rather than studying this material on your own you may wish to use it as a starting point for directing your personal investment discussions with us. We look forward to helping you better understand how these alternative assets could be a useful tool for your investment portfolio. Please call or send an e-mail so we can begin our conversations.