Complementing Your Portfolio With Structured Solutions & Alternative Investments
Having access to structured solutions and alternative investments means having tools to adapt to the ever-evolving investing environment. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return. For those who appreciate the potential that structured solutions or alternative investments can provide in a comprehensive portfolio, we offer diversification through a variety of investment products. These types of investments aren’t for everyone and we’ll carefully consider the options that complement your existing financial objectives before thoughtfully moving forward.
The investment vehicles we offer include, but are not limited to:
- Principal at Risk Notes (PAR notes)
- Principal Protected Notes (PPN notes) or Market-Linked GICs
- Monetization Strategies
- Hedge Funds
- Alternative Mutual Funds (i.e., Liquid Alternatives)
- Private REITs
- Mortgage Investment Entities and MICs
- Private Debt
- Private Equity
- Fund of Funds
Through careful selection, as well as ongoing monitoring, we can assist you in determining the right combination of these investments to complement your portfolio.
*Structured solutions and alternative investments involve specific risks that may differ from those associated with traditional investments. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss. Investors may have to meet specific suitability requirements when investing in certain structured products or alternative investments. Prior to investing, you should consider all of the risks associated with these types of investments, including but not limited to liquidity constraints, tax considerations, fee structures, and regulatory and reporting requirements, etc.
*Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in hedge funds, managed futures or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.