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