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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