As the markets continue to react to the Federal Reserve’s monetary policy and to current geopolitical instability, investors are turning to their financial advisors for guidance with their portfolios.
At 1900 Wealth, we offer our clients the opportunity to invest in alternative asset classes because they are less correlated to the equity and fixed-income markets and provide the potential for increasing returns. This investment category includes private equity, private credit, venture capital, real estate, energy solutions, disruptive technologies and timber/agriculture.
Historically, investment firms focus on stocks, bonds and cash. The traditional equity and fixed-income markets may not continue to yield the same results they did over the last 10 years. Adding another layer of diversification, such as alternative investments, may help to provide an additional source of portfolio returns. The new alternative investment platform at 1900 Wealth provides our clients greater access to these unique opportunities.
“We have seen an increasing demand for alternative investment strategies, which provide compelling opportunities for qualified investors,” said 1900 Wealth President Todd Brockwell.
We assess a client’s liquidity needs, tax rates, risk aversion, time horizon and other key criteria. Although alternative investments provide portfolio diversification, they are not for everyone. Our advisors will work with you to determine the investment allocation that best fits your overall risk tolerance and financial objectives.
At 1900 Wealth, we’re excited to offer clients alternative investment opportunities as part of our expanding business strategy. We’re headquartered in San Antonio and proudly serve Central and South Texas. Our experienced wealth advisors can help you implement a plan based on our investment philosophy coupled with your risk-tolerance levels, long-term wealth goals and time horizon. Find out more at 1900Wealth.com
Disclaimer: 1900 Wealth Management LLC is a wholly owned subsidiary of Jefferson Bank and a Registered Investment Adviser with its principal place of business in Texas. Investments offered through 1900 Wealth are not FDIC insured, are not a deposit of or guaranteed by the bank or any of its affiliates and are subject to investment risks, including possible loss of the principal invested.
Deposit products offered by Jefferson Bank, Member FDIC.