Alternatives may provide diversification and income opportunities but often involve additional complexity and risk.

We specialize in helping clients evaluate and access the right opportunities, including private equity, private credit, hedge funds, real assets, structured products, and more.

While the right allocation depends on your individual goals, liquidity needs, and risk tolerance, many advisors suggest that alternatives typically represent a modest portion of a diversified portfolio.

Tax treatment varies widely by structure. Some alternatives issue K-1s instead of 1099s, may generate unrelated business taxable income (UBTI), or offer unique benefits like depreciation or depletion deductions, so it's important to consult a tax professional before investing.

Alternative investments often involve reduced liquidity, higher fees, less transparency, greater complexity, and limited regulatory oversight compared to traditional investments, making them generally better suited for experienced or accredited investors.