Beyond the three primary asset classes: stocks, bonds, and cash- many other types of investments can be used to diversity investment portfolios. The term "alternative assets" or non-traditional assets, can include many different investment choices than what is typically utilized in portfolio construction.
Alternative assets may include specific physical assets, such as natural resources or real estate, or methods of investing, such as hedge funds or private equity. In some cases, even geographic regions, such as emerging or frontier global markets, are considered alternative assets.
Kalos Financial offers a variety or alternative assets, including:
- Non-Traded REITs
- Oil and Gas
- Private Placement (Reg D) Offerings
- Managed Futures
- Business Development Companies (BDCs)
- Hedge Funds
Kalos Financial is an active participant in the Institute for Portfolio Alternatives (IPA), a national trade association who is an advocate of direct participation programs (DPP) and champion of best practices in training, promotion, and disclosure of DPP programs for the investing public.