Alternative Investments
We provide a broad menu of alternative investments outside of just cash, stock or bond investments. Why alternative investments? Simply, they provide non correlated asset classes that may reduce risk, provide unique income opportunities, minimize taxation and diversify a portfolio. Our alternative investment opportunities include, but are not limited to:
- Non-Traded REITs
- Non-Traded Business Development Companies (BDCs)
- Non-Traded Closed End Funds & Interval Funds
- Managed Commodities Futures
- Hedge Funds/Fund-of-funds
- Private Equity and Credit
- Exchange Funds
Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.