Wealth Management | Alternative Investments
We serve select business owners, executives, and high net worth families. Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time. We understand that this is an ongoing process, and not a quick analysis with instant solutions. Our approach is to take a long term perspective and treat it as an ongoing process.
Alternative investments, also called non-traditional investments, are investment strategies that utilize trading techniques generally unavailable through public markets.
Alternative investments strategies are typically offered only to sophisticated (knowledgeable) institutional and private investors. They are appropriate for those investors seeking to increase their portfolio’s diversification and are seeking non-traditional investment strategies, by adding non-market correlated investments.
These investments offer greater variety of markets and employ a broad range of investment strategies that are not available to traditional equity or fixed income portfolio managers.
- Non-Traded Real Estate Investment Trusts (REITs)
- 1031 exchanges
- Private placements – Reg D
- Futures
- Equity options
- Limit orders
- Structured products
- Principal protected notes
- Absolute return funds
- Covered calls
- Socially conscious investments
- Equipment leasing limited partnerships
- Land based limited partnerships
- Oil and gas limited partnerships
- Hedge funds
- Annuities
For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.
