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Free Consultation financial information Walt Parker



About Us

• Your future depends on today’s choices.

When properly evaluated, chosen, and incorporated, individual investors can realize some of the same benefits that large investors have had access to for years. Many have found alternative investments to be a useful way to increase overall portfolio diversification.  And while there are many factors that go into determining whether alternative products are the right fit for you and your specific situation, taking into account such things as your overall (long-term) financial goals, tax implications, and risk profile, our team can help you to understand not only what alternative investments are, but how they might fit into your long-term financial plan. As a part of a long-term investment strategy, alternative investments  may provide a way to obtain diversification within a portfolio of more traditional investments. Typically used to hedge risk, they can also be very speculative, employing strategies that  may include the use of  derivatives.  They may also  impose short term redemption fees and involve additional investment risks, including liquidity risk. Liquidity risk is defined as the lack of marketability of a security resulting in the inability to buy or sell quickly to prevent or minimize a loss. There’s also the potential for complete loss of principal, the amount possibly even exceeding the original amount invested.

• It’s all about diversification.

There are lots of opinions out there regarding investments. ANY investment. And there’s fear too…some of it’s substantiated.

But sometimes, simply not understanding something can cause unsubstantiated fear. So, what’s the answer?

The answer we found for ourselves and our clients is more knowledge. Knowledge about investing in general. And knowledge about the alternative investments many high net worth, accredited investors use for themselves.

Not every investment professional understands how alternative investments work.

And even if they understand the specifics of each investment, that doesn’t necessarily mean that they’ll be able to explain these sometimes complicated products and strategies to you…not only the potential benefits, but the risks as well. After all, it’s your money, and you need to have the tools and the knowledge necessary to make educated decisions.

Let us help you to understand and properly incorporate these very versatile products into an investment plan that’s right for you. Once you’re comfortable, together we’ll design a step by step plan and begin to choose suitable products.

• Knowledge is the key.

There are lots of opinions out there regarding investments. ANY investment. And there’s fear too…some of it’s substantiated.

But sometimes, simply not understanding something can cause unsubstantiated fear. So, what’s the answer?

The answer we found for ourselves and our clients is more knowledge. Knowledge about investing in general. And knowledge about the alternative investments many high net worth, accredited investors use for themselves.

Not every investment professional understands how alternative investments work.

And even if they understand the specifics of each investment, that doesn’t necessarily mean that they’ll be able to explain these sometimes complicated products and strategies to you…not only the potential benefits, but the risks as well. After all, it’s your money, and you need to have the tools and the knowledge necessary to make educated decisions.

Let us help you to understand and properly incorporate these very versatile products into an investment plan that’s right for you. Once you’re comfortable, together we’ll design a step by step plan and begin to choose suitable products.

• We’re here for you.

Investing in alternative products requires an additional understanding of the underlying assets and/or the investment strategy. Our team invests the time necessary to fully understand each product, so that we can assist our clients in choosing the proper investment for their individual needs and goals.

Whether retirement is many years off, or just around the corner, you’ve worked hard for your money. It’s important to remain informed and involved in your investments.

Our team is dedicated to assisting you in understanding all of your investments, and making informed sound investment decisions based on your INDIVIDUAL needs and goals. We take pride in working with our clients so that they are confident in their knowledge and understanding of their investments. Our goal is that you feel confident in your investment decisions and the direction of your financial plan.

Your future security may depend on the choices you make now. Let us help.

Investments involve a high degree of risk, may be considered speculative, and may result in the entire loss of the amount invested. Investments incur substantial fees and expenses which are borne by the investor.

Contact:
Call: 972-463-3833
info@investingmakesmesick.com

© 2015 InvestingMakesMeSick.com
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