Alternative Investments

An Alternative Investment is an investment that is not in one of the three traditional asset types – stocks, bonds, and cash.

Some of the Alternative Investments provided by SOUND Wealth Management Group may include: Hedge Funds, Funds of Funds, Managed Futures, Private Equity and Venture Capital, and Real Estate.

Alternative investments involve specific 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. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements.