Alternative Investments

Be Alternative

Discover the potential of adding alternative investments to your portfolio.

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Alternative investments fall under the ‘Explore’ component of your portfolio and are generally private (non-market traded) securities. These investments are established based on distinctive strategies that may not be available in traditional stocks, bonds or mutual funds. These investments can be equity or debt securities, and they can be complex or very simple.
Alternative investments are not at the periphery anymore – they have become more mainstream. With the introduction of recent regulations, private investments are now available to more than just institutional investors and high-net-worth individuals. Though our investments may not be suitable for everyone, they generally complement most portfolios. Selected properly, their diversifying benefits can protect downside risk and enhance returns, which is one reason why sophisticated investors have been using alternative investments for many years.
As an exempt market dealer, Raintree Financial Solutions Inc. does not perform full portfolio analysis in respect of securities that it does not directly distribute. Investors should obtain financial advice from a registered Portfolio Manager or other qualified professional to evaluate their entire portfolio. Raintree Wealth Management Inc., an affiliate of Raintree Financial Solutions Inc., is a registered Portfolio Manager and may be able to provide these services to you if you meet certain qualifying criteria.

Alternative investments have the potential to display one or more of the following benefits. Not all securities will reflect these elements, and it is important to discuss risks with your representative to ensure an investment is right for you:

*LOW CORRELATION TO OTHER INVESTMENTS
**REDUCED VOLATILITY
UNIQUE RISK-ADJUSTED RETURN PROFILES
ACCESS TO NEW MARKETS SUCH AS FARMLAND
PRE-IPO (INITIAL PUBLIC OFFERING) OR HIGH GROWTH OPPORTUNITIES
UNIQUE INCOME SOURCES
BENEFICIAL TAX TREATMENT

*Stephen Todd Walker, Understanding Alternative Investments (Palgrave Macmillan, 2014) pg. 18

**Andrew Conner, Asset Allocation Effects of Adjusting Alternative Assets for Stale Pricing (2003 The Journal of Alternative Investments)

Background

Raintree Financial Solutions is an independent Private Capital Market Dealer.

Our success begins with asking the right questions and listening carefully. We can then form intelligent opinions, and provide unbiased and direct alternative investment advice.

ALTERNATIVE PORTFOLIO

There is an ever-increasing amount of correlation within traditional investments, particularly over the past 20 years. An event that takes place in one country can have an affect on the financial system here at home. Private investments may be less affected by what appear to be unrelated events elsewhere.

RISKS & REGULATIONS

All investments have associated risks.  Ensuring our investors are aware of the risks related to their investment is part of our philosophy and commitment to be being open and transparent. It is our duty to ensure that all of our clients understand how their portfolio works and to supply them with the necessary resources to educate themselves on industry regulations.

Q & A

It’s important that you educate yourself on a potential investment and the company involved by asking questions such as “who is the management team?”, “what is their business model?” and “what are the risks?”, before investing. We are here to ensure you make knowledgeable, empowered decisions, which is why we advise you to ask your Private Wealth Advisor questions before you make any investment.