Alternative Investing

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Using "alternative" investments may be a way to diversify your portfolio.* These types of investments may offer significant tax benefits as well.^ 

Types of alternative investments may include but not limited to direct ownership of institutional quality real estate (typically multi-family apartments or storage), institutional credit/debt, (paper) gold in managed accounts, solar/wind farms, and oil/gas wells. For most investors, it is impossible to properly diversify into these asset types due to the large amounts of money needed to directly purchase various commercial real estate, make loans or mortgages to private corporations, or to drill a well. Through our various affiliates, we make that possible. 

*Certain financial requirements are necessary in order to invest in alternatives or to view a prospectus. Distributions are not guaranteed and these investments may carry higher risks of illiquidity than standard investments. Like all securities, there is risk to principal. Not FDIC insured.
^Please consult your tax advisor regarding any potential tax benefits. 

Properties pictured below are not in any portfolios and are merely examples of possible alternative investments.