Advisors Turn to Alts In Rocky 2020

July 17, 2020
Three people collaborate around a table with financial documents and charts. One holds a tablet displaying graphs, another takes notes in a notebook, and a pair of glasses rests on the table. The scene conveys a business meeting atmosphere.

Stephanie Lang, CFA spoke with Citywire RIA Magazine about how alternatives have been a reliable source of yield throughout the recent market turbulence and what this looks like for companies. Read full article here.

HB Wealth is a national independent wealth management firm providing fiduciary, fee-only wealth advisory services, investment management, and family office services, with a mission of bringing unwavering financial peace of mind to the clients we are privileged to serve. 

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Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not being allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.