Alternative Investments

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.

Popular alternative investments include real estate, private equity, venture capital, commodities and hedged or absolute return strategies.

A common theme to alternative investments is that they usually have low correlations with traditional investments and, as such, increased diversification of investor portfolios.

While there are many benefits of utilizing alternative investments in one's portfolio, investors should be aware that these investments are illiquid until the fund closes, which is usually 5 - 8 years in length. During this time programs may 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 private placement investments.

For more information, contact us at 512-462-3704.


We specialize in the following types of Alternative Investments:


  • Value-Add Real Estate
  • Income Real Estate
  • Equipment Leasing
  • Oil & Gas
  • Tax Credits
  • Managed Futures
  • Hedge Funds


* Alternative Investments are not FDIC insured. This material does not constitute an offer to buy or sell any security. Alternative Investments may involve significant risk and lack liquidity causing the funds to be tied up for several years. Please review the private placement memorandum or prospectus carefully before making any investment decisions.

 

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