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While traditional
asset classes such
as stocks and bonds
are probably well-represented
in your client’s
portfolio, for sophisticated
high net worth investors,
an allocation to
alternative investments
may be desirable in
order to manage risk
associated with a more extensive and diversified portfolio.
However, high initial investment requirements and lock-up periods
of 10 years or more have been a factor in keeping individual
investors out of many alternative investment opportunities. Simultaneously,
institutions, pensions, endowments, corporations, and hedge funds
continue to compete for credible, high-growth investment opportunities
in which to deploy large amounts of capital.
As a financial intermediary, you are continuously
identifying new financial
products that can produce
high returns while attempting to minimize the risk profile
of your clients’ investments. EquiBridge
can help you identify
such investment opportunities. We provide alternative investments
that are designed specifically to address the diversification
needs of high net worth individuals and institutional portfolios,
while offering the potential for returns not highly correlated
with broad-based market indices.
The breadth and depth of our alternative
investment capabilities
are extensive. You
can rely on EquiBridge for stringent due diligence, all conducted
with a disciplined focus. The result: a strategically appropriate
addition to your client’s portfolio with the
potential to enhance
returns while managing
overall risk.
The scheduled opening, closing, and other pertinent dates for
EquiBridge alternative investment products are specific to each
fund. Alternative investment products may be offered only by
qualified Financial Advisors to investors who satisfy particular
suitability requirements. Investors need to understand the unique
risks associated with alternative investments, including liquidity
issues, fee structures, tax considerations, possible speculative
investment strategies, and different regulatory and reporting
requirements.
If you are an investment professional who
is interested in
selling EquiBridge’s products, or if
you are interested
in learning more about
alternative investments available through EquiBridge Investment
Management, please contact us via telephone at (949) 706-9346
or via e-mail at access@equibridge.com. |
