THIS MATERIAL IS FOR PRESENTATION PURPOSES ONLY. THIS INVESTMENT STRATEGY IS NOT SUITABLE FOR ALL INVESTORS OR APPROVED FOR USE BY ALL BROKER DEALERS OR INVESTMENT ADVISERS. PLEASE CONSULT WITH YOUR BROKER DEALER OR INVESTMENT ADVISER FOR MORE INFORMATION.
The information presented does not involve the rendering of customized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein.
Certain statements contained herein may constitute projections, forecasts and other forward-looking statements, which do not reflect actual results and are based primarily upon a hypothetical set of assumptions applied to certain historical financial information. Certain information has been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed.
Any opinions, projections, forecasts, and forward-looking statements presented herein are valid as on the date of this document and are subject to change.
There are inherent risks with equity investing. These risks include, but are not limited to stock market, manager, or investment style. Investing in international markets carries risks such as currency fluctuation, regulatory risks, economic and political instability. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume.
Bonds and bond funds are subject to interest rate risks and will decline in value as interest rates rise. High yield bonds offer a higher yield and carry a greater risk of loss of principal and interest and an increased risk of default or downgrade than investment grade securities.
Investments in commodities can be very volatile and direct investment in these markets can be very risky, especially for inexperienced investors..
Alternative investments are speculative, entail substantial risks, offer limited or no liquidity and are not suitable for all investors. These investments have limited transparency to the funds’ investments and may involve leverage which magnifies both losses and gains, including the risk of loss of the entire investment. Alternative investments have varying, and lengthy lockup provisions.
As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money.
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