Although past performance may not be predictive of future results, numerous studies have shown that when properly added to a traditional portfolio, certain Alternative Investments may reduce overall risk and increase overall returns. We have access to some of the most well known sponsors in the industry to provide cutting edge products designed with YOU in mind.
We Offer Access To:
Non-Traded Real Estate Investment Trusts - A trust that uses the pooled capital of many investors to purchase and manage income property (equity REIT) and/or mortgage loans (mortgage REIT).
FDIC Insured/Principal Protected CD - CDs designed to benefit from the performance of an underlying index or security, while still protecting invested principal via an FDIC insured CD structure.
Non-FDIC Insured Note Structures - Notes designed to benefit from the performance fo an underlying index or security where negative performance by the underlying can result in a loss of invested principal.
Alternative investments are available only to those who meet specific suitability requirements, including minimum net worth tests. Please review any offering materials carefully, and consult with your tax advisor or accountant prior to investing, There are special risks involved with alternative investments, including investment strategies, and different regulatory and reporting requirements. There can be no assurance that any investment will meet its performance objective.
To speak with a financial consultant for more information and to request a free Financial Review, please call:
Securities and insurance products are offered through Raymond James Financial Services Inc., and its affiliated insurance agencies are: not insured by the FDIC or NCUA; not a deposit or other obligation of, or guaranteed by any bank or credit union; subject to risks including the possible loss of principal amount invested.
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