Young, Wealthy Investors Turn to Alternatives

Lorie Konish – Personal Finance Reporter

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Information has been obtained from sources believed to be reliable, but is not guaranteed. The opinions and predictions expressed are those of the author solely and not necessarily the opinions or expectations of Cottonwood Wealth Strategies. No predictions or forecasts can be guaranteed.
This material does not constitute a recommendation to buy or sell any specific security. Past performance is not indicative of future results. Investing involves risk, including the possible loss of a principal investment.

Alternative investments are illiquid investments and typically include investments in direct participation program securities (partnerships, limited liability companies, business development companies or real estate investment trusts), commodity pools, private equity, private debt, or hedge funds. Alternative investments are subject to various risks, such as illiquidity and property devaluation based on adverse economic and/or real estate market conditions. Alternative investments are not suitable for all investors. Alternative investments are generally considered speculative in nature and may involve a high degree of risk. These risks are potentially greater and substantially different than those associated with traditional equity or fixed income investments. Cottonwood Wealth Strategies manages both separately managed accounts that are charged an asset-based, flat rate or hourly rate fee, side-by-side with the Asymm Venture Fund, for which our firm receives management fees and performance-based compensation. This gives Cottonwood Wealth Strategies an incentive to recommend investment in the Asymm Venture Fund. Please refer to our Form ADV Part 2A Brochure for additional information related to this conflict of interest.