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Strategic Capital Investments

Capital Investment Services

Upstate Capital Management, together with our affiliates offer an extensive range of investment services including portfolio securities, direct equity, real estate and structured products.  We also manage several funds and alternative investment products, and provide other various investment services.

 

Real Estate Strategies:

  • Acquisitions/Dispositions

  • Real Estate Investment Trusts

  • Property Valuation

  • Development

  • Property Management

  • 1031 Exchange

  • Multifamly

  • Commercial

  • Due Diligence

  • Delaware Statutory Trusts

  • Property Marketing Strategies

Business Investment Strategies:

  • Business Valuation

  • Startup/Seed Capital

  • Integrated Marketing

  • Economic Development

  • Angel Investment

  • Strategic Planning

  • IPO/APO

  • Venture Capital

  • Business Incubation

  • Business Strategy/Business Planning

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Tel: 864-655-4700

*Check the background of this investment professional on FINRA’s BrokerCheck.

*Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Upstate Wealth Management and CreativeOne Securities, LLC are not affiliated.

200A South Main St, Greenville, SC 29601

*Download our current Customer Relationship Summary.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. 

Upstate Wealth
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