Alternative Markets

Below is some information about how this service can be utilized to help you with your financial goals. For further and more in-depth information, please contact us and one of our advisors will be in touch with you.

There are several reasons an investor or a portfolio manager is likely to consider adding alternative investments to the balance sheet.

In some cases, money generated from an alternative investment might be subject to far more favorable tax treatment than that from a more traditional investment; e.g., if an investor or client has significant tax-loss carry forwards or tax credits that can be applied to a particular type of activity or source of income.

While the list of alternative investments is extensive, some of the ones you might encounter in the real world include, but are not necessarily limited to, the following:

• Real estate and all of its many derivations, including directly owned property, real estate limited partnerships, real estate development corporations, and REITs
• Master limited partnerships, which can own and operate everything from oil pipelines to capital-intensive theme parks
• Tax lien certificates
• Stock or membership units in a privately held business
• Commodities, including precious metals such as gold, silver, platinum, and palladium, as well as crude oil, natural gas, ethanol, corn, soybeans, wheat, cocoa, coffee, sugar, and many other items.

• Farmland
• Timberland
• Mineral rights
• Intellectual property such as copyrights, song rights, patents, and trademarks
• Privately underwritten mortgages
• Equipment leasing
• Structured settlements
• Art and collectibles
• Private equity
• Wine
• Coins that have numismatic value
• Venture capital
• Peer-to-peer lending
• Hedge funds
• Annuities
• Tax credits

Before making alternative investments, it’s wise to be aware of their possible benefits and drawbacks. Please speak to one of our team members to understand more about this service.