At Peregrine Private Capital Corporation, we help you invest in the future. Through shared decision-making, we work with you to simplify the securities and investment process and show you how to manage your funds through sound financial practices. Peregrine Private Capital Corporation has the experience and drive to meet nearly any investment need.
As a 1031 exchange investment representative, Robert is a founding member of Alternative & Direct Investment Securities Association (ADISA) formerly known as REISA and TICA. He helped frame the organization’s Code of Ethics and Consumer Best Practices Guidelines.
In 2006, Robert was one of only four registered reps nominated nationwide to receive ADISA’s first ever “A Champion of Excellence” (ACE) award for outstanding ethical achievement as a tenant-in-common investment representative. The annual ACE Award honors outstanding ethical business practices. Robert was nominated for these award qualifications:
The ACE award was created to recognize Alternative & Direct Investment Securities representatives who exemplify the vision of ADISA and its code of ethics. This code of ethics articulates the beliefs of ADISA members, and the practices expected from professionals and organizations that are part of the association.
In 2007, Robert was one of three finalists selected nationwide for 2007 Boomer Market Advisor Magazine’s Advisor of the Year Award. The national magazine chose the top three investment representatives from numerous entries based on excellence in the following criteria: assets under management, target market and community involvement. Source: Boomer Market Advisor Magazine, 2006.
Robert’s commitment to maintaining direct relationships with his Delaware Statutory Trust (DST) investors before, during and after property identification, and closing, has resulted in a high client retention rate. Robert has completed more than 200 TIC and DST transactions. To become more educated about 1031 exchange and DST, please contact us.