NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.
“There are many different types of alternative investments, each of which can serve different roles in a thoughtful asset allocation strategy,” says James Fields, President of Klingenstein Fields Wealth Advisors. “A primary reason for including alternatives in a portfolio is to try and improve the risk/return profile. Other goals include enhancing overall returns or providing additional sources of income.”
The introduction of liquid alternative funds has widened the access of alternative strategies to individual investors. Alternatives offered in a mutual fund structure are highly regulated, offer daily liquidity and typically allow lower minimum investment amounts.
As alternative strategies have increased in popularity and availability, more wealthy investors are considering whether an allocation to alternatives is appropriate for their portfolios. Klingenstein Fields Wealth Advisors’ paper provides an introduction to the complex world of alternative investments and their role within a diversified portfolio, including the different types and the opportunities and risks associated with them.
More information: http://www.klingenstein.com/.
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This is not an offer to sell or solicitation of a purchase of any security or investment. Investors should consider the investment objectives, risks, charges and expenses before making any investment. Past performance is not indicative of comparable future results. All investments have inherent risks. Investors are urged to consider carefully whether such services in general, as well as the products or strategies discussed in the referenced material, are suitable to their needs. This material is distributed with the understanding that it is not rendering accounting, legal or tax advice. Please consult your legal or tax advisor concerning such matters.
News issued by: Klingenstein Fields Wealth Advisors
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Original Story ID: 2015-1123-03 (10691) :: klingenstein-fields-wealth-advisors-releases-publication-on-alternative-investments-2015-1123-03
Original Keywords: James Fields Klingenstein Fields Wealth Advisors New York New York NEW YORK, N.Y.
Alternate Headline: White Paper: Potential benefits of alternative investments spur increased usage among high-net-worth investors
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News Source: Klingenstein Fields Wealth Advisors