Founded in 2003, Platinum Account Group has become an established leader in investment strategies creating long term relationships with individuals, entrepreneurs, and corporations.
By administering our brand of fee-based services and commitment to excellence, we work as closely as possible with each client and their professional representatives. We establish our relationship by getting to know the client and understanding their financial situation, goals, and risk profile. Wealth management is our area of expertise and with our financial planning services and team of investment experts we have established Platinum Account Group as a name you can trust.
We work with talented management teams and entrepreneurs to build a portfolio of products that create value. Our senior investment professionals serve on the boards of directors and help the management teams of our portfolio companies, giving them access to our entire firm. With this, we develop great new products and build abundant business enterprises around them.
We offer the greatest return of investment and though we invest in all stages of the company’s growth, the majority of our investment activity occurs during the early stages. In our most successful ventures, Platinum Account Group was the founding investor that recognized a bright and prosperous idea.