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While traditional investments such as stocks, bonds and mutual funds
are the foundation for many portfolios, other alternatives exist to
help high-net-worth investors further diversify, protect wealth and
potentially enhance overall returns.
The Oxford Group is proud to partner with the Raymond James Alternative
Investments Group, which carefully reviews and selects what they believe
to be are high-quality, nontraditional investment alternatives to
serve the needs of these individuals.
This partnership allows us to provide:
- Access to asset classes and strategies not generally available
to individual investors,
- Professional due diligence,
- Flexible investment alternatives,
- Potentially reduced
portfolio volatility,
- Potential for long-term capital appreciation.
Alternative investments may be a valuable addition to your portfolio,
as they typically offer low correlation to more traditional equity
and fixed income asset classes.
In other words, they can help to reduce volatility in your portfolio
through changing market cycles because their price movements tend
to be unrelated to more traditional
investments.
Just as with typical asset allocation, holding investments that are
negatively correlated may protect you from major reduction of assets
in your portfolio because losses in one are usually matched against
gains in another.
Alternative investments involve specific risks that
may be greater than those associated with traditional investments
and may be offered only to clients who meet specific suitability requirements,
including minimum net worth tests. You should consider the special
risks with alternative investments including limited liquidity, tax
considerations, incentive fee structures, potentially speculative
investment strategies, and different regulatory and reporting requirements.
You should only invest in hedge funds, managed futures or other similar
strategies if you do not require a liquid investment and can bear
the risk of substantial losses. There can be no assurance that any
investment will meet its performance objectives or that substantial
losses will be avoided.
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