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Geoffrey Richards Securities
7570 S. Federal Hwy

Suite 3
Hypoluxo, FL 33462
561-586-0800
561-586-1411 Fax

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Alternative Investments

Alternative investments can complement a traditional portfolio, giving investors access to markets or investment strategies that are generally not easily available to individuals. The main types of alternative investments are managed futures, hedge funds, private equity, direct investments, and exchange funds.

  • Managed futures and hedge fund investments offer access to global financial and futures markets through professional asset management. Within a diversified portfolio, managed futures and hedge funds tend to perform out of sync with other assets which often can increase portfolio returns while lowering volatility. *
  • Professional private equity managers invest in late-stage venture capital or buyout opportunities designed to tap the profitability of companies before they become publicly traded.
  • Direct investments allow investors to participate, often for as little as a few thousand dollars, in the direct ownership of income-producing assets formerly open only to larger investors—in industries ranging from real estate to energy—while avoiding some of the risks normally associated with direct ownership.
  • For investors with large concentrated stock positions, very often with a low cost basis, exchange funds provide access to diversification by exchanging a single stock for a professionally managed portfolio. Because of the way an exchange fund is structured, the swap of one stock for a portfolio of stocks is not considered a taxable event—giving the investor diversification without capital-gains taxes.

It is important to note that alternative investments carry with them specific investor qualifications, which can include income and net-worth requirements as well as relatively high investment minimums. For that reason, they are generally reserved for our most sophisticated and affluent clients. Additionally, these types of investments are often offered only by prospectus or offering memorandum. These documents help highlight the costs and risks associated with the investment.

For more information on how alternative investments can help you reach your financial goals, contact your Financial Consultant.


*

  1. "Quantitative Analysis of Hedge Fund Return/Risk Characteristics" - Van Hedge Fund Advisors, Inc. & Vanderbilt University
  2. "Portfolio Diversification Opportunities - Managed Futures" - Chicago Board of Trade (2002)
  3. "On the Performance of Alternative Investments: CTAs, Hedge Funds, and Funds-of-Funds" - Bing Liang, Case Western University - Weatherhead School of Management (April 2003)


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