Alternative Investments
Finding the Right Balance
One clear benefit to working with SWM is we can offer to our clients the ability to invest in varied alternative investments with well-balanced advice and risk analysis, when suitable for the investor.
Here’s a partial list of available alternative investments:
- Non-Traded REITs
- Oil & Gas
- BDCs
- Equipment Leasing
- Managed Futures
- Hedge Funds
- Private Equity