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As current economic and investment markets continue to become more uncertain, investors who work solely with a traditional portfolio mix, consisting only of stocks and bonds, will find that their returns either fail to meet expectations or remain uncomfortably volatile.
Furthermore, interest rates are at near multi-decade lows, making income planning difficult and unreliable. As such, many investors have begun to replace these investments with higher risk assets. This can lead to potential increased risk during an inopportune downturn which in turn, can significantly deteriorate wealth and impact long-term plans.
At The Black Financial Group, we utilize our expertise in both Traditional and Alternative Asset Classes to offer greater potential diversification and risk reduction. Non-traditional assets, many that don’t typically exist in traditional portfolios, can include elements such as Commercial and Residential Real Estate, Private Loans and Mortgages, Special Opportunities Funds, and Private Equity. These types of assets allow for consistent and steady returns that are less affected by day-to-day market movements. Used in conjunction with traditional assets, these provide an exceptionally well-rounded and prudent investment plan for our clients.
Transactions of the type described herein may involve a high degree of risk, and the value of such instruments may be highly volatile. Such risks may include without limitation risk of adverse or unanticipated market developments, risk of issuer default and risk of illiquidity. In certain transactions counterparties may lose their entire investment or incur an unlimited loss. This brief statement does not disclose all the risks and other significant aspects in connection with transactions of the type described herein, and counterparties should ensure that they fully understand the terms of the transaction, including the relevant risk factors and any legal, tax, regulatory and accounting considerations applicable to them, prior to transacting.
