Investor Materials
Access our comprehensive library of fund documents, performance reports, and market research.
Stay informed with our latest investment insights, fund performance data, and market analysis.
Recent Materials
Latest documents and reports from our investment team.
Q4 2023 Performance Report
Performance Reports
January 20, 2024
Market Outlook 2024 - Investment Strategy
Market Research
January 25, 2024
S2K2 Miller Fund - Private Placement Memorandum
Fund Documents
January 15, 2024
Real Estate Market Analysis - Q4 2023
Market Research
January 18, 2024
Materials by Category
Browse our comprehensive library of investor materials organized by category.
Fund Documents
S2K2 Miller Fund - Private Placement Memorandum
PDFComplete offering document for the S2K2 Miller Fund including investment strategy, risk factors, and terms.
S2K2 Miller CLT Fund - Offering Circular
PDFDetailed offering circular for the Charitable Lead Trust fund with tax benefits and investment guidelines.
Real Estate Platform - Investment Summary
PDFExecutive summary of our real estate investment platform and current opportunities.
Performance Reports
Q4 2023 Performance Report
PDFComprehensive quarterly performance report covering all fund strategies and market commentary.
2023 Annual Performance Summary
PDFAnnual performance summary with detailed analysis of returns, risk metrics, and outlook.
Monthly Performance Dashboard - January 2024
PDFMonthly performance dashboard with key metrics and portfolio updates.
Market Research
Market Outlook 2024 - Investment Strategy
PDFComprehensive market outlook and investment strategy recommendations for 2024.
Real Estate Market Analysis - Q4 2023
PDFDetailed analysis of real estate market trends and investment opportunities.
Credit Market Update - January 2024
PDFCurrent credit market conditions and investment opportunities in fixed income.
Compliance & Legal
Form ADV Part 2A - Brochure
PDFComplete Form ADV Part 2A brochure with firm information and business practices.
Privacy Policy - Updated
PDFUpdated privacy policy outlining our data collection and protection practices.
Terms of Service - Investment Advisory
PDFTerms of service for investment advisory services and client agreements.
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Some materials require investor login or verification. Contact us for access to restricted documents.
Public Materials
General information and market research available to all visitors.
Investor Access
Performance reports and fund documents for current investors.
Restricted Access
Confidential documents requiring verification and approval.
Need Access to Specific Materials?
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