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The strategies employed within our portfolios make every effort to increase returns of your portfolio while managing risk and maintaining diversification of diverse asset classes. Diversification does not ensure profit or guarantee against loss.
Alternative products include Real Estate Investment Trust, equipment and property leasing and low-risk development drilling among others. We encourage you to consider these strategies as they can provide a good opportunity to achieve diversification within your overall asset allocation strategy. We would welcome the opportunity to discuss our investment philosophy with your financial professional and guide you in greater detail.
A qualified investor is:
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an individual or a married couple
with net worth in excess of $1.000.000
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Individual with income in excess
of $200,000 per year, or a joint income with spouse in excess
of $300,000 per year for the last 2 years and a reasonable
expectation of the same income level in the current year.
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Corporation, Partnership ,LLC.
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Business Trust or tax exempt organization
not formed for the purpose of investing in hedge funds and
with total assets in excess of $5,000,000 for the immediately
preceding two years .
If you can be considered a Qualified Investor, one of our financial professionals can explain to you in detail the options that you may have in Alternative Investments.
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