Loading ...Alternative Investments
For qualified investors, alternative investments offer a number of investment options that can diversify a portfolio by investing in areas of the market with a low correlation to more traditional investments.
Options include:
~Hedge Funds ~Hedge Funds-of-Funds
~Private Equity Funds ~Exchange Funds
~Managed Futures Funds ~Real Estate
Alternative investments may not be suitable for all investors and should be considered as an investment for risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Annuities
LPL Financial offers a wide range of annuities, including:
~Fixed ~Immediate Income
~Variable ~Index
John conducts continual due diligence on a wide array of products from the industry’s leading annuity providers.
Third-Party Managers
In addition to annuity products, LPL Financial has many investment products, featuring options such as:
~No-load mutual funds ~Load-waived mutual funds
~Separately managed accounts ~Exchange traded funds
~Closed-end funds
Retirement Solutions
LPL Financial grants clients access to retirement plan providers that service all types of plans. John places emphasis on reducing plan costs, educating employees, monitoring investment performance, and helping manage fiduciary responsibility. Types of plans include, but are not limited to:
~Money Purchase Pension ~457 Deferred Compensation
~403(b)(7) Deferred ~Simple IRA / SEP IRA
Compensation
-Traditional 401(k) / Safe Harbor 401(k) / Simple 401(k)
Investing Involves risk, including possible loss of principal.
Securities offered through LPL Financial and its affiliates. Member FINRA/SIPC
Insurance Products offered through LPL Financial or its licensed affiliates
