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.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Lifestyle Financial is not affiliated with the Securities America companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Alternative investments provide investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets (such as real estate, commodity or natural resources). Investing in these investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investments.

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