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Investments

Traditional Investments

Traditional investments of should always be a base line for everyone’s portfolios

Alternative Investments

Alternative investments will help round out your portfolio nicely.  We specialize in alternative investing.

Education

Our financial planners will keep you educated on the all aspects of your investments.

Traditional Investments:

  • Traditional investments are what most investors consider when they think of investing in the stock market and using a financial advisor. The typical investments investors are most familiar with include stocks, bonds, mutual funds, and exchange traded funds. These are investments you will typically find in a 401k or brokerage account with one of the larger custodians.

    Benefits:

    There are many benefits to investing in traditional investments. These include, but are not limited to:

    1. Ownership in Public Companies: For example, investing in large companies such as Walmart, Exxon Mobile, and IBM
    2. Liquidity: The ability to move to cash or withdraw funds in a short period of time is highly attractive to investors
    3. Diversification: Being able to use mutual funds to diversify across many stocks
    4. International Investing: The ability to invest internationally in foreign companies
    5. Low Minimums: The ability to start investing with little money

     

    Possible Negatives

    1. Highly Correlated: With our economy becoming more and more integrated with technology and companies expanding abroad, the correlation of markets is fairly high.
    2. Volatility:  Because markets are highly liquid, when the markets do drop in value, investors trade based on emotion and therefore, markets can be more volatile.
    3. Institutions: Markets are actively traded. If a stock or fund is owned by a larger institution, that stock or fund could move up or down if a large institution decides to make a change in their investment strategy.

 

Alternative Investments:

  • Our definition of alternative investments is investing in an asset class other than stocks, bonds, cash, and mutual funds. The ultimate goal of investing in the alternative space is to provide non-correlated asset diversification to one’s portfolio while reducing overall risk. Below are some examples of alternatives.
     

    Real Estate:

        1. Apartments,
        2. Hotels
        3. Student Housing
        4. Mobile Home Parks
        5. Retail Shopping Centers
        6. Single Family Rental Homes

    Commodities

        1. Gold and Silver
        2. Coins

    Energy:

        1. Working Interest in Oil
        2. Natural Gas Royalties
        3. Drilling
        4. Solar

    Secured Debt:

        1. Hard Money
        2. Equipment Leasing
        3. Asset Back Lending

    Others:

      1. Wine
      2. Art
      3. Antiques
      4. Private Equity
      5. Hedge Funds
      6. Managed Futures
      7. Venture Capital
      8. Life Settlements