Alternative Investments

Alternative investments can be a great compliment to an investment portfolio, they can help with diversification, and provide a good income stream. However it is important to understand the value as well as the risks that are associated with alternative investments. An alternative investment is an investment vehicle that does not fall in the same categories as traditional investments. When we think about traditional investing, many people will consider stocks, bonds, mutual funds, etc.

Alternatives differ, some of the investments that fall under this category are private equity, Real Estate, Hedge Funds, commodities, and tangible assets. 

Whether or not alternatives are right for your specific situation is a conversation to have with a financial advisor. Depending on your risk tolerance, liquidity and many other factors, they may or may not be an addition to your portfolio that you should make. 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Charles Sosa and Zachary Rayman are registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.?

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Alternative investments may not be suitable for all investors and should be considered as 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.

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