Actis Wealth Management

Alternative Investments PDF Print E-mail
Written by Jason Cross   
Thursday, 10 February 2011 15:58

While some mix of traditional asset classes is likely to yield satisfactory investment results for the average investor, we also look for non-traditional opportunities, commonly known as alternative investments, to put your money to work. These alternatives have the potential to lower the volatility of an otherwise conventional portfolio as well as to increase your current income.

 

Below is a list of the types of alternative investments we commonly utilize in our clients' portfolios.

 

Business Development Companies (BDCs)

Real Estate Investment Trusts (REITs)

Managed Futures

Private Equity

Hedge Funds

Equipment Leasing

Long/Short Funds

Market Neutral Funds

Commodity Funds

Oil & Gas Partnerships

Exchange Funds

 

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio.  The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

 

 

Last Updated on Monday, 09 May 2011 07:55
 

Our Team

Brian Weckman
President
bweckman@actiswealth.com
Brian M. Thompson
Independent Wealth Manager
bthompson@actiswealth.com

Actis Wealth Management
9295 Bishop Dr Ste 105
West Des Moines, IA 50266

Phone: (515) 440-1334
Toll Free: (866) 440-1334
Fax: (515) 440-1295

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