At Piedmont Capital Advisors, we understand that diversification is a critical component of a comprehensive financial plan. Alternative investments may be appropriate for certain qualified investors seeking to diversify their portfolios beyond traditional stocks and bonds. We work with eligible clients to evaluate whether these investments align with their financial objectives, risk tolerance, investment experience, liquidity needs, and overall financial plan.
1. Real Estate Investment Trusts (REITS)
2. Business Development Companies (BDCs)
3. structured Products
4. Hedging Strategies
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. No investment strategy assures a profit or protects against loss.
