We offer a wide array of investment strategies for our clients based on their individual goals and risk tolerances. In some specific instances, an investment strategy that implements the use of alternative investments, including hedge funds and private equity funds may be appropriate. Our investment advisors have virtually the entire universe of alternative investments to choose from in order to meet your specific needs. Please consult dilgently with your investment advisor to be assured that this specific style of investing is right for you as these types of investments may carry increased risk, and may include liquidity restrictions on gaining access to your invested capital. Investing in hedge funds involves risk. Investments are not FDIC insured and may be subject to loss of original principal invested. There are no guarantees that any investment will achieve its intended objective, and past performance is not indicative of future returns.
Please alert us to any changes in your financial situation so we may assure we are acting prudently, and your current allocation is within your risk tolerances, investment time horizon, and are consistent with your personal investment goals and objectives.
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