Frequently Asked Questions


If you still don’t have the answer you’re looking for, call us today at (888) 544-5244.

Alternative investments are financial assets that do not fall neatly into conventional investment categories, like stocks, bonds, or cash.

The most common alternative investments include pre-IPOs, real estate, private equity/venture capital, hedge funds, loans, and contracts like futures.

One of the biggest reasons that people avoid alternative investments is because they think they are “volatile” or “high-risk”.

In reality, alternative investments tend to provide similar or higher returns than stocks and bonds, but with far less volatility. On average, the price swings of alternative investments are not as dramatic as those of stocks.

This means that when alternatives lose value, they tend not to lose as much value as stocks do during market downturns.

Alternative investments are attractive to many institutional investors because they are usually uncorrelated (meaning they do not follow the stock market). Because they don’t follow the stock market, alternative investments have the potential to provide very different returns.

And because of alternative investments’ relatively low volatility as a whole compared to stocks, they also suffer smaller drawdowns. With less volatility and lower drawdowns come more stable returns.

We serve both accredited and non-accredited investors (and have been for over 20 years). We can provide access to alternative investment strategies and vehicles, which would otherwise be inaccessible.

Thanks to the JOBS Act, there are now products that pool investor money together into an SPV or funds for as low as a $50,000–$100,000 investment. That entity then acts as the “institution” and buys the $50–$100 million block, obtaining access for all pooled investors.

You can either start the Accreditation process by pressing here or schedule a call at your earliest convenience here.

Through our clearing relationship your account will be held with Fidelity.  We offer ACH, Wires, and mobile check deposits.

investment solutions

We’ll find the right investment solutions to meet your financial goals

Get Started
or call us toll free at 888-544-5244