With over 20 years of experience and thousands of successful DST transactions, we know alternative investments inside and out.
Our role is to share that knowledge — including the advantages and the risks — so that you can make the best decision, not only for today but for the future.
You’re not chasing the highest returns. You’re looking to preserve your wealth. That’s why we take the due diligence process so seriously.
Every relationship starts with a vetting process to make sure that our investments are the right fit for you, your family, and your long-term financial goals.
How we evaluate:
Of the many available sponsors on the market, we only work with those who have demonstrated a high level of responsibility over the course of many years.
How we evaluate:
Our offerings are highly curated to prioritize those with the potential for good outcomes. We only accept investments that we feel have the potential to preserve capital as we seek returns over the long term.
How we evaluate:
Staying small is how we build strong relationships over the years that you are invested through us.
It’s how we make sure we can hop on the phone anytime to talk through your questions.
And it’s how we celebrate right along with you when you’re able to finally relax and enjoy life on your own terms.
Our team of professionals are dedicated to putting your financial freedom first
Founder CEO
Meet Stacey
Due Diligence and Operations
Meet Quinn
Compliance and Operations
Meet Jason
We’ll talk through your circumstances, your goals, and your questions so that you can make the most informed decisions. Fill out the form below or give us a call, and you’ll hear back from us within 1 business day.
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Son of founder and CEO Mr. Stacey Morimoto, Quinn has benefitted from early exposure to the inner workings of the securities industry. With a degree in finance from the University of San Diego, he heads up the due diligence and underwriting for all the DST offerings brought to the Stax Platform, a process that includes gathering appraisals, third party reports, and legal opinions as well as recreating sponsors’ financial models. He dives deep into the numbers and analyzes offers from every angle, looking for flaws, in order to minimize as much risk as possible for investors. Quinn has directly facilitated hundreds of private placement investment transactions and would say that the best part of the job is being able to truly make a lasting impact on people’s lives.