Alternative Investments

Alternative investment is a term typically used by investors to describe investments other than stocks and bonds.

Our specialized 'boutique' approach to alternative investments provides a level of service to our clients that is difficult to match. At Waterstone, we believe that timely access to investment performance information is vital to the success of your portfolio. Our experience and expertise helps our investors to have access to alternative investment products and invest with confidence.

We offer access to several alternative investment services and products including:

  • Fund of Hedge Funds
  • ManagedFutures
  • Real Estate Investment Trust (REITs)
  • Collateralized Mortgage Obligations (CMOs)

Investing in secruities involves risks, including possible loss of principal. In addition, many alternative investments carry additional risks including potential illiquidity and may not be suitable for all investors.

QUOTE:
“The Waterstone financial team are people we can trust. They take a personal interest in managing our investments. The individualized attention and timely service helps to ensure that our investments are performing the best that they can.” Janis and Roy

Testimonials contained herein are representative only of the experiences of the stated brokerage client and are not indicative of future performance or success. These testimonials were freely given by the client named.


The financial consultants at Waterstone Private Wealth Management are also registered representatives with and offer securities and advisory services through Linsco/Private Ledger, A Registered Investment Advisor, Member NASD/SIPC


 


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