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:
Through careful selection, as well as ongoing monitoring, we can assist you in determining the right combination of alternative investments 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. 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.
Diversification and asset allocation do not ensure a profit or protect against a loss.
* 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.
