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If you are a Registered Investment Advisor, a Family Office, or a Trust Company, you are in the business of making sure your clients receive a comprehensive approach to wealth management. More and more advisors are making alternative investments a significant part of their allocations in an attempt to create a diversified and non-correlated portfolio. In fact, many wealth advisors we work with are using alternative asset classes such as private equity, PIPEs, and real estate in up to 40% of their client’s portfolios. Andrews Securities is a reliable source of these products. We perform a high level of due diligence on the products we represent, and feel confident that they will fit into your alternative asset allocation. It is our position that alternative assets are a vital part of any wealth-building or wealth-protection strategy.
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