INVEST SMARTER...
RETIRE BETTER

"Connect Financial" was formed because we want to link you to the same successful investing strategies that institutions like Yale and Harvard have been using for years. The use of alternative strategies makes a huge difference over time. Now you can participate also!

Change Gears

Stock Markets & Cycling require changes to adapt to the current environment.

If the road to retirement were perfectly flat, we could coast along with a single investment portfolio, just as with riding a bike, we could use a single gear to get to our destination.

We all know that isn't the case, and cycling requires gear changes to overcome hills to maintain optimal speed.

Same goes with investing. Market & Economies go up and down, so we need to make changes to investment portfolios to be able to reach our retirement destination and beyond.

Explore Our Strategies

Learn more about some of our actively managed strategies that can provide benefits of economic and stock market changes over time.

Learn More

Stock strategies

Are you looking for great participation in the stock market? We provide all levels of risk/reward to meet your goals. Combine this with the "Active" stock strategy to possibly enhance your returns over market cycles.

Active strategies

This is where your portfolio can react to current market conditions to be invested in the highest potential return areas of the markets. We can make changes as often as necessary without any extra fees.

Private Credit & Equity

Should you qualify for these types of investments, they can provide steady income & capital appreciation over economic cycles. These types of investments do come with extra risk, like liquidity risk, but we can discuss them.

Income strategies

Is income or more stability in your investments a higher priority? New & innovative strategies to produce consistent income are ready for your investing goals.

Real Estate

Don't want to buy physical Real Estate? We can buy public & private real estate funds to meet your goals. The private real estate does have limited liquidity unlike public real estate.

100% Buffered products

Yep, you read it right. Investment vehicles that can potentially protect your principal 100% are now available to the public. Let's talk about your best options to meet your goals.