Alternative Investments
- Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients.
Alternative Investments may provide unique advantages.
Alternative investments can offer a range of benefits that, when used in conjunction with traditional asset classes, may help clients better meet their financial goals and objectives.
Some potential advantages could include:
- Current income
- Capital appreciation
- Diversification in non-correlated asset classes
- Tax advantages such as deferral of gains
- Write-offs for depreciation and expenses
- Passive income offsetting
Alternative Investments Options
Reits
Real Estate Investment Trusts (REITs) invest in a pool of commercial or residential real estate investments or loans secured by Real Estate
Private Real Estate Funds
Real Estate Funds are another method by which investors may pool their money to acquire real estate assets.
Business Development
A Business Development Company enables individuals to pool their capital to invest in debt of privately owned American companies.
1031 Exchange Programs
A 1031 exchange lets investors reinvest proceeds from selling investment property into replacements without facing immediate federal and most state capital gains taxes..
Oil and Gas
Oil and Gas Alternative Investments are developmental drilling that is done in proven fields that have a higher likelihood of having producing wells.
Have a question?
Alternative investments are subject to significant risks and therefore are not suitable for all investors. When considering alternative investments, you should consider various risks. These risks include, but are not limited to, lack of liquidity, loss of principal, limited transferability, conflicts of interest and fluctuating market conditions based upon a number of factors, which may include changes in interest rates, laws, operating expenses, insurance costs and tenant turnover. Investors should also understand all fees associated with a particular investment and how those fees could affect the overall performance of the investment. This is neither an offer to sell nor a solicitation of an offer to buy the securities described below. An offering is made only by the prospectus.
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