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Blue Pacific Wealth Management, Inc.
offers an array of alternative
investments.
An alternative investment is an
investment product other than
traditional investments such as stocks,
bonds or cash.
The most common alternative
investments are real estate, private
equity, venture capital, commodities and
hedged or absolute return strategies.
One common theme to alternative
investments is that they usually have
low correlations with traditional
investments and, as such, increase the
diversification of investor's
portfolios.
While there are many benefits of
utilizing
alternative investments in one's
portfolio, investors should be aware
that these investments are inherently
illiquid since they are not traded on
any market. In other words, once funds
are allocated the principal is usually
tied up for several years. Despite the
fact that the principal is tied up, many
programs do provide income through
monthly or quarterly distributions.
We offer alternative investments that
can be held inside or outside IRA
accounts and usually recommend anywhere
from 5% - 15% of one’s long-term assets
to be placed in alternative
investments.
To find out more about our current
offerings, please call 512-462-3704
*Alternative Investments are not FDIC
insured and may involve a significant
amount of risk.
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