What are Alternative Investments?
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, and passive income offsetting
It should be noted that alternative investments also include risks, which may include, but are not limited to, loss of principal, lack of liquidity, adverse market conditions, fees, and conflicts of interest.
As Registered Representatives with DFPG Investments, LLC, we can provide access to an extensive menu of alternative investments that have the potential to help you capitalize on many of the benefits discussed. The menu may include investments in:
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.