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Alternative Investments

Excelcia Financial Group has expertise in a broad range of investment vehicles.
When appropriate, we may use one or more of the following alternative investments in our clients' portfolios:

  • 1031 Tenants in Common
  • Oil and gas partnerships
  • Note programs
  • Equipment leasing
  • REIT's
  • Royalty Trusts
  • 99 Almaden Blvd. Suite 880 San Jose, CA 95113
    Tel: 408-261-3300 Fax: 408-261-3979 Email: admin@excelcia.com
    @ 2009 Excelcia. All Rights Reserved.