ALTERNATIVE INVESTMENTS
Alternative Investments for certain investors, diversifying a portfolio with non- traditional assets such as hedge funds may help them achieve certain investment objectives.
Firstbalticbancorp of Switzerland Investment Services, Inc. offers a selection of different hedge funds for qualified investors, each with a defined hedging style and strategy to complement different investor needs. Hedge funds are complex and inherently more risky* than traditional investments such as stocks or bonds.
They also have higher fees and are generally subject to high minimum investments. Your Financial Advisor can conduct a thorough analysis of your needs to determine whether hedge fund investing is for you and what hedging strategy may best suit your particular situation.
Schedule an appointment with a Financial Advisor. *While all investments involve risk, Hedge Fund investing presents special risk considerations including complex tax considerations, foreign exposure, incentive fee structure, lack of regulatory structure, lack of transferability and transparency, limited liquidity, and the use of the following: short-selling, derivatives, leverage, margin, distressed debt, initial public offerings (IPOs).
It is important to understand the differences and the risks involved before considering an investment. Firstbalticbancorp of Switzerland Investment Services, is a registered broker-dealer, member Nasdaq and OTCBB, and subsidiary of Swiss Banking Investment Services, is a tax adviser. We suggest you consult our personal tax adviser before making tax-related investment decisions.
Please Email Us: zurich@firstbalticbancorp.com
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