Financial advisors continue to rely on a wide array of alternative investments for clients. More than half of advisors use alternative investments to some extent to mitigate risks, protect against inflation, grow principal, generate income, and diversify holdings for clients.
Wealth Management IQ recently surveyed financial advisors on which alternative investments are popular, what factors spark interest and concern, and what their future expectations are regarding alternative investments. Some key findings:
- Liquid alternatives remain widely popular
- Despite concerns over liquidity, illiquid alternatives continue to grow
- Interest in cryptocurrency and digital assets are waning
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Investments in alternative investment strategies are complex and speculative investments, entail significant risk and should not be considered a complete investment program. Depending on the product invested in, an investment in alternative investments may provide for only limited liquidity and is suitable only for persons who can afford to lose the entire amount of their investment. An investment strategy focused primarily on privately held companies presents certain challenges and involves incremental risks as opposed to investments in public companies, such as dealing with the lack of available information about these companies as well as their general lack of liquidity. Diversification does not guarantee a profit or protect against a loss.
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