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Alternative Investment Strategies

Client Centered

We believe that changing financial markets demand an allocation strategy that incorporates more than just stocks, bonds, and cash. Alternative Investments such as interval funds and non-traded Real Estate Investment Trusts.

The team of advisors at SBS Financial, after getting to know you and your situations, can help make a determination as to whether or not Alternative Investments strategies are appropriate for your situation.

Alternative investments may not be suitable for all investors and involve special risks, such as being highly leveraged, speculative and illiquid.  Alternative Investments are meant to be held to maturity through a liquidity event as detailed in the prospectus or offering memorandum.

*Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

*Be advised that investments in real estate and in REITs have various risks, including possible lack of liquidity and devaluation based on adverse economic and regulatory changes. Additionally, investments in REIT’s will fluctuate with the value of the underlying properties, and the price at redemption may be more or less than the original price paid.

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