Alternative Investments

Alternative investments typically do not correlate to the stock market, which means they may add diversification to a portfolio and help to mitigate volatility. They may also offer tax benefits not available in traditional investments. We operate an Alternative Investments Platform that is designed to offer qualified clients the potential for investment opportunities that are uncorrelated and differentiated from the opportunity set in public markets. We blend alternative investments into other traditional frameworks to pursue a comprehensive allocation that is customized to your individual risk-tolerance, liquidity preferences, and long-term financial goals. We will keep you informed on select investments, so you may complement the more traditional holdings in your portfolio if appropriate.

What are Alternative Investments?

Alternative investments are private investment opportunities that are reserved for qualified purchasers who meet specific, regulated guidelines. These investments come with liquidity lockups that can last years, giving managers time to pursue long-term opportunities that often aren’t available in public markets. Some typical examples of alternative investments are private equity, private real estate, private debt, and private Business Development Corporations (BDCs).


Why do we offer Alternative Investments?

Alternative investments offer diversification value to a portfolio in a few key ways. Firstly, many investment opportunities cannot simply be accessed in public markets, and so alternative investments can bring portfolios exposure to investments that might otherwise be inaccessible. Secondly, alternative fund managers often have access to credit facilities at competitive rates and may employ cost-effective leverage to potentially increase returns. Finally, alternative assets are illiquid, not marked-to-market as frequently as public investments, and thus have the potential for lower day-to-day volatility, which can be comforting to investors.

Truuwater Financial

Truuwater Financial  |  12340 El Camino Real  |  Suite 310  |  San Diego, CA 92130  |  833-777-TRUU

Investment advisor offered through Stratos Wealth Partners, Ltd, as registered investment advisor. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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