Alternative assets have long been a critical part of investment strategies for the wealthy. Now, with new technology and legislation changes, investments into these asset classes have never been easier for the non-accredited investors – the rest of us.
We believe that there are new technologies and alternative assets investments that deserve a place in most investors’ allocations.
This site will walk you through how this might look for you.
Crowdfunding Equity & Real Estate, Peer-to-Peer Loans, Robo-advisors, Cryptocurrencies – there are many investment options out there, we’re here to provide clarity.
Options: Investment alternatives beyond the publicly traded markets.
Clarity: Risk / Return, characteristics of each. Providing you clarity on these options.
Allocations: Build an anti-fragile portfolio to outperform in any market.
The Fine Print
Investing is risky and should be based on your individual needs.
The information contained on this website is provided for informational purposes only and is not intended to substitute for professional financial, legal or tax advice. You should consult a professional before acting on any information you find here.
Here are some rules that should help.
- Don’t risk what you can’t afford to lose.
- Nothing on this website constitutes specific legal, financial, or tax advice. Consult a professional if you need help with your particular situation. If you don’t know a professional, please contact us, we’re happy to make an introduction.
- Investments are based on personal characteristics (time horizon, risk tolerance, net worth). If you have any debt, it might make more sense to pay that off before putting any money into alternative investments.
- Investments all have varied liquidity, and most alternatives are relatively illiquid investments, which means that if you’re going to need the money anytime soon (short time horizon), alternative assets might not be the best choice.
- Please do your own research on investments and make sure you thoroughly understand the risks associated with each type BEFORE investing.
- Most people, most of the time, should have most of their money (especially their retirement savings) in a diversified mix of stocks and bonds using low-cost index funds.