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WEALTH MANAGEMENT BLOG

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In this short video, HC Portfolio Manager, Robert Lopez, provides an overview of Alternative Investments and how they can be used to further diversify a portfolio. Reviewing the importance of Manager selection and the arduous diligence process our Investment Committee goes through before adding such opportunities to our investment platform.

 

 

 

The information provided here is general in nature and is shared for information purposes only; nothing herein should be interpreted as investment or tax advice. Any and all tax laws and/or specific tax rates referenced are subject to change. It should not be assumed that future performance of any specific investment or investment strategy will be profitable. Always consult your CPA/tax advisor/attorney (or reach out to us) to discuss your specific situation. All investments carry the risk of loss, including the permanent loss of principal. Past performance is no guarantee of future results.

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future—whether that’s planning for retirement, preparing the next generation, or growing your business. Our personal relationships with our clients will remain the foundation and future of our firm – Welcome to our new firm!

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VIDEO: Alternative Investments with Robert Lopez
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
AEP ACCREDITED ESTATE PLANNER CREDENTIAL
CHFC CHARTERED FINANCIAL CONSULTANT CREDENTIAL
CLU CHARTERED LIFE UNDERWRITER CREDENTIAL
CFA CHARTERED FINANCIAL ANALYST CREDENTIAL
CAIA CHARTERED ALTERNATIVE INVESTMENT ANALYST CREDENTIAL
MSF MASTER OF SCIENCE IN FINANCE CREDENTIAL
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
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