When one hears the phrase Alternative Investments, it’s fair to assume that they’re not sure what that encompasses.
True to its name, Alternative Investments are alternative investment options to the standardized investments typically found in the marketplace. Standard securities include stocks, bonds, mutual funds and options. As such, Alternative Investments can include unlisted REITs, LPs, private debt or equity, private placements and derivatives. The list of Alternative Investments, found in the drop down menu above or in the menu list to the right, is not complete and there are many types, or names used, that are not included here. Please contact us for information on any security that does not trade on an accepted exchange and we are more than happy to help any way we can.
Twenty years ago the phrase Direct Participation Programs (“DPPs”) was the more popular term whereby limited partnerships were the most common “alternative” security in which investors became limited partners by virtue of their investment. However, over time the universe of Alternative Investments has transformed into an extensive marketplace with billions of dollars being created through various types of investments.
Unlike standard security types which trade on some form of a national exchange or trading platform, Alternative Investments typically do not and are much more difficult to price. When an Alternative Investment is created it is usually done in a manner which allows it to be exempt from registration and the funding of these investments is done in a private manner.
In the drop-down tab above (or in the menu links at the right) you can click on the more popular Alternative Investments to learn about their functions. Should you have any questions please do not hesitate to contact our staff.