Who Are Alternative Investments For?
With the prospects of more volatility in the US markets due to continuing inflation that doesn’t appear to be subsiding in the near-term, supply chain constraints, the Fed signaling rate increases beginning in March 2022, along with geopolitical challenges, you need expertise that understands and can explain the impact to your portfolio and how to navigate these challenging times. That’s where the Fortune Difference can help to protect and grow your investments.
While many investors mistakenly believe alternative investments are only available to the ultra-wealthy, the reality is there are numerous solid investment options for those who may not yet be at the accredited level. The SEC defines an accredited investor as either: an individual with gross income exceeding $200,000 in each of the two most recent years or joint income with a spouse or partner exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year; or has a net worth of $1 million or more, either individually or together with a spouse, excluding the value of a primary residence.
Our Wealth Advisors understand market cycles such as the one we are currently experiencing, and which alternative investments provide the best opportunities for protecting your portfolio against downside risks. But it’s not just downside risk that is critical to protecting your wealth, you also need to invest in alternatives and other investments that can grow during market volatility. You need the Fortune Difference. Contact us to schedule a time to discuss which alternatives are best positioned for our current market environment.
About Alternative Investing
Since 1996, the number of firms listed on US Stock Exchanges has declined by greater than 50%. The number of public companies you can invest in is less than ½ where it was 25 years ago. This is an important consideration when you reflect on your wealth and future opportunities.
Are you willing to trust your hard-earned financial resources to an Advisor that only participates in this shrinking space? Think about that. The number of US firms you can invest in is less than ½ where it was 25 years ago.
So where can you go to uncover the other 90% where most of the wealth opportunities can be found. These investments are commonly known as Alternative Investments. Our focus for our clients at Fortune Financial is on locating solid Alternative Investment opportunities so clients are not simply riding the emotional roller coaster of up and down market cycles. These investments can reduce volatility within your portfolio while also providing solid growth. What wealth-building opportunities are you missing out on if your Advisor does not have the expertise and depth of professional relationships to uncover the other 90% available? You owe it to yourself to partner with an Advisor that possesses the knowledge and relationships to identify specific opportunities in Alternative Investments based on your goals and risk profile.
We certainly have the expertise and experience to identify stock market opportunities in traditional investments, and we excel in this area for our clients. But accumulating and protecting wealth goes much deeper than this. That is why you should contact us to review your individual portfolio and goals.
List of Alternative Investments
- Private Equity
- Emerging Markets
- Finance Receivables
- Real Estate
- Private Credit
- Innovative Industries
- Artificial Intelligence & Robotics
- Other Alternative Investments
- Renewables & Green Energy
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Watch Alternative Investing Videos
Private Real Estate
Investing In Farmland