Alternate Investments

The White Paper You MUST Read!

Alternative Investments

As investor needs become increasingly complex and sophisticated, the marketplace has introduced a growing number of alternative investment products. Alternative investments provide qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets.

Alternative Investments Help You Meet a Broader Range of Needs

JKL Wealth Management has responded to the growing need for increased diversification with a range of innovative products designed for formulating, supporting or supplementing specific strategies, including:

  • Managed Futures
  • Hedge Funds
  • Fund of Hedge Funds
  • Private Equity
  • Real Estate (REITS, Limited Partnerships)
  • 1031 Exchange Programs
  • Concentrated Equity Solutions (Exchange Funds, Collars, Pre-Paid Forwards)
  • Oil & Gas Partnerships
  • Equipment Leasing
  • Non-Traded Business Development Companies
  • Exchange Funds
  • Alternative Strategy Mutual Funds

Alternative investments may not be suitable for all investors and should be considered an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.