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Alternative InvestmentsPortfolio diversification may include investments in the following alternative investment categories:*
In a survey, 77% of small business owners expressed interest in using alternative investments. Ultra high net worth investors ($5 million net worth) allocate 14% to alternative investments and households with more than $10 million of assets to invest allocate 31% to alternative investments. ** WE WORK TOWARD OUR CLIENTS' LIFE GOALS; NOT JUST A BOTTOM LINE. To learn more about alternative investments to manage your wealth, please schedule a free consultation today. *Past performance is not indicative of future returns. This is neither an offer to sell nor a solicitation of an offer to buy any security. Such an offer may only be made by means of an offering memorandum. These comments are for general educational purposes only, and do not address the entire topic. Prior to implementing any strategy, taxpayers are urged to seek the advice of their tax advisors. For more specific information on investment risks, you should consult the offering's prospectus. All investments involve risk, including the risk of loss of principal. Asset allocation can reduce the risk of overexposure to a specific investment class, but it cannot eliminate market risk. ** Source: Registered Rep July 2004; Spectrem Group, January 2007; Financial Advisor magazine January 2007 |
Securities offered through Pacific West Securities, Inc. A registered broker/dealer. Member FINRA & SIPC. Investment advice through Pacific West Financial Consultants, Inc., a Registered Investment Advisor Investments products and services available only to residents of : Arizona (AZ), California (CA), Connecticut (CT), Delaware, (DE), District of Columbia (DC), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Maine, (ME), Maryland (MD), Massachusetts (MA), Mississippi (MS), Montana (MT), New Hampshire (NH), New York (NY), Pennsylvania (PA), Virginia (VA). Fee-based advisory services are available throughout the United States. We are licensed to sell insurance products in the following States: District of Columbia (DC), Maryland (MD), Virginia (VA) 7601 Lewinsville Road, Suite 205, McLean, VA 22102 Phone: 703-847-0965; Fax: 703-847-8902 |
