Investing in the private market and alternative investments* offer opportunities beyond traditional stocks and bonds, designed to help manage volatility, enhance returns and diversify portfolios. Through our partnership with Raymond James, we have access to a broad spectrum of high-quality offerings across asset classes – including fund as well as direct opportunities – available to investors across the wealth spectrum.
The strategies we offer include, but are not limited to:
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“Through careful selection, as well as monitoring for advised offerings, we can assist you in determining the right investment strategies to complement your portfolio.”
*Private markets and alternative investments are generally considered speculative in nature and may involve a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund's prospectus, which is available from your financial advisor. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.
Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.
Diversification and asset allocation do not ensure a profit or protect against a loss.
You should only invest in hedge funds if you do not require a liquid investment and can bear the risk of substantial losses.
Alternative investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
