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Alternative Investments: Unique access to additional diversification

There's much more to investing than just stocks, bonds and mutual funds.  Diversification only works when your portfolio includes investments that are truly different.  

At EXCLUSIVEADVISORS®, giving our clients access the debt and equity of private U.S. companies is an integral part of our asset allocation strategy. We also offer our clients the ability to invest in other unique yield oriented alternative investments, including impact investments, with well-balanced advice and risk analysis. Combining different types of private assets, hedging strategies and tax-advantaged investment strategies into a traditional portfolio can produce a more optimal asset allocation, adding additional diversification and potential performance benefits.    

  • Private Equity for Income and Growth
  • Private Credit/Debt through Business Development Companies (BDCs)
  • Private Non-Traded Real Estate Trusts (REITs)
  • Private Developed Real Estate 
  • Private Undeveloped Land
  • Impact Investments
  • High Capacity 1031 "Like Kind" Exchange DST
  • Equipment Leasing Programs
  • Managed Futures
  • Hedge Funds and Hedging Strategies
  • Tax Deduction Investments
  • Donor Advised Fund with illiquid and closely-held shares
  • Oil and Gas Programs
  • Gold, Silver, Palladium and Platinum Bullion Coins and Bullion Bars  
  • Savings account with FDIC coverage up to $25 million per tax ID with daily liquidity
  • Real estate, rental property, promissory notes, LLCs, Limited Partnerships held in IRAs1
1Can hold in custodial Traditional IRA, Roth IRA and SEP-IRA accounts as long as the investment is not used for the personal gain of the IRA holder (No direct or indirect benefit) and can be valued at the end of each year.

 

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    We are licensed in the following states. If you are a legal resident of one of these states, please proceed, otherwise, we are sorry if we are unable to offer you our services at this time. Securities: Arizona, California, Colorado, Delaware, Florida, Georgia, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Vermont, Virginia & Washington.

    Securities and Advisory services offered through Triad Advisors Member FINRA/SIPC.

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