Broker Check

Alternative Investments

As investor needs become increasingly complex and sophisticated, the marketplace has introduced a growing number of alternative investment products. Alternative investments provide qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets.

Certain types of alternative investments available include:

  • Managed Futures
  • Fund of Hedge Funds
  • Real Estate (REITS, Limited Partnerships)
  • Oil & Gas Partnerships
  • Equipment Leasing
  • Alternative Strategy Mutual Funds

Alternative investments may not be suitable for all investors and should be considered an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.