COMPLEMENT YOUR INVESTMENT PORTFOLIO
Choosing the right Financial Advisor is one of your most important life decisions. Its import cannot be understated, and parallels other critical professionals you may employ, such as those who help manage your: physical, spiritual, tax, legal and emotional health. Similar to your choice of these other professionals, your chosen Financial Advisor’s access to a broad array of financial strategies can largely contribute or detract from your own successful, long term investment outcomes – whether they be to grow & protect wealth, to generate retirement income and/or to fulfill a financial legacy for those your hold dear. Below describes a list of investment options which you might ask your current Financial Advisor about, both to determine whether they make sense for you, and determine if they even have access to them.
PRIVATE MARKETS & ALTERNATIVE INVESTMENTS
Investing in the private market and alternative investments* offer opportunities beyond traditional stocks and bonds and are designed to help manage investment volatility, enhance returns, and diversify portfolios. Raymond James Financial Services has access to a broad spectrum of high-quality offerings, across asset classes – including both funds and direct investment opportunities – as these are available to investors across the wealth spectrum. At Lynch Wealth Strategies (LWS), we can help you decide if these offerings benefit your situation.
Private Equity
Investing in privately held companies, with the goal of improving operations and profitability before eventually selling them for a return. At LWS, we assist clients to select private equity managers that will best complement their investment portfolios.
Private Debt (Private Credit)
Lending directly to companies or projects (outside traditional banks), often in exchange for higher yields and customized terms. At LWS, we assist clients to identify private credit opportunities which align with their portfolio objectives and liquidity needs.
Real Assets (Real Estate & Infrastructure)
Investing in physical properties or real estate-related assets to generate income through rent and potential appreciation. At LWS, we help clients evaluate real asset opportunities that complement their short- and long-term financial goals.
Hedge Funds
Pooled investment funds that use a variety of strategies – including long/short positions, leverage and derivatives – to seek high returns regardless of market conditions. At LWS, we assist clients to determine the right investments to complement their portfolio.
Managed Futures
Managed futures strategies trade in a variety of global markets, attempting to identify and profit from rising or falling trends that develop in these markets. Markets that are traded often include financials (interest rates, stock indices and currencies), as well as commodities (energy, metals and agriculturals). Through careful selection, at LWS we help clients identify the managed futures funds that best suit their needs.
Unique Offerings
Raymond James Financial Services has access to differentiated investments for the most sophisticated clients – individuals and entity investors with at least $50 million in total assets – which are not readily accessible on a traditional wealth management platform — include direct investments in the private marketplace and access to an extensive range of asset classes and platforms. At LWS, we can find the solutions that work best for you.
Tax-Aware Offerings
Strategies like equity exchange funds, 1031 exchange solutions, and tax-loss harvesting investment vehicles help our clients reduce investment tax liabilities or help defer taxes on gains. (Always consult your tax professional before making an investment in vehicles like these.)
Through careful selection, as well as ongoing reviews for advised offerings, LWS assists investor clients determine the right investment strategies to complement their portfolio.
Edward M. Lynch, MBA, AAMS®, AIF® – Private Wealth Advisor, RJFS
President & CEO, Lynch Wealth Strategies, Inc.
Army Lieutenant Colonel (Retired) – 28 Years of Military Service
3 Coates Drive, Suite 5, Goshen, NY 10924 • 845-294-3456
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Investment advisory services offered through Raymond James Financial Services, Inc.
Lynch Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating & managing the expansive financial needs of high-net-worth individuals, families and organizations.
Strategies and investments mentioned herein may not be suitable for all investors.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.
Private markets and alternative investments are generally considered speculative in nature and may avoid a high degree of risk, particularly if concentrating investments in one or few alternative investments. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. The investment strategies used by certain Funds may require a substantial use of leverage. The investment strategies employed and associated risks are more fully disclosed in each Fund’s prospectus, which is available from your financial advisor.
Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.
Managed futures 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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