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Alternative Investments

Alternative investments represent asset classes of just about anything outside the universe of traditional stocks, bonds and cash equivalents. A plethora of options fall into this category that can include real estate, commodities, hedge funds, private debt and equity, art, wine or high-value spirits, and digital currencies. At Prism Financial Concepts, we believe that alternative investments are not as much of a substitute as a complement to a portfolio of traditional assets and we pride ourselves in helping our investors compare opportunities across the landscape of alternatives.

It is our belief that as access to, and acceptance of, these kinds of alternatives becomes more commonplace, investors must adapt and expand their risk analysis methods to include proper analysis prior to investing in alternatives.  Alternative investment options are not suitable for all investors.  This analysis requires a high level of due diligence, often involving the enrollment of securities and tax attorneys, CPA’s and other experts in various fields to properly vet the opportunities that seem simplistic on the surface, but are often wrought with complexities that can greatly increase the real risk of the investment. 

Large institutional investors have successfully leveraged alternatives for years and now individuals have the opportunity to invest in these assets. 

CALL US to simplify alternative investment options.

Disclaimer: Institutional investors invest with strategies, terms and conditions different from those of individual investors, who have a shorter investment time horizon, lower risk capacity, greater liquidity needs and pay higher fees and expenses for retail offerings.