Access to Premier Alternative Investments
Many alternative investments have high minimum investments and fee structures, especially when compared to mutual funds and exchange-traded funds (ETFs). These investments also have less opportunity to publish verifiable performance data and advertise to potential investors.
Although alternative assets may have high initial minimums and upfront investment fees, transaction costs are typically lower than those of conventional assets due to lower levels of turnover. If you'd like to learn more about the potenital Impact of Non-Traditional Investments on Your Portfolio talk to one of our experts.
What Are Alternative Investments?
An alternative investment is a financial asset that is not necessarily described in conventional investment categories such as stocks, bonds, and cash. Alternative investments can include private equity or venture capital, hedge funds, managed futures, art and antiques, commodities, and derivatives contracts. Most alternative investment assets are held by institutional investors or accredited, high-net-worth individuals because of the investments’ complex nature, lack of regulation, and degree of risk. For more information, click to bakerave.com/investments.
Interested in learning how BakerAvenue can help research your alternative investment options?
"We can provide access to premier alternative investments and strategically guide you for the long term by helping you plan for your time horizon with strategies to mimimize taxes."
Scott Stephens, CWS®
Wealth Advisor & Partner