The Future Is Alternative
Why Cottonwood Targets Private Investments
Alternative investments are strategies that cannot be accessed through traditional equity and fixed income solutions. These strategies have the potential to address many of the challenges that face investors today—the need for enhanced income, inflation protection, diversification, and stability amid volatile markets.
“Of all US companies that make over $100 million in annual revenue, only 13% are publicly traded. Why would we limit client portfolios to such a small bucket of opportunity when there are vast amounts of private investment opportunities with highly capitalized, well-run businesses? The short answer is: we don’t.
Thomas Pappas
President
What Types of Investments?
Capital Preservation
Investments aligned with your estate
Non-Correlated Performance
For qualified investors, Cottonwood, as the Managing Member, offers access to private placements through Asymm Ventures.
How We Do It
Private Equity (Venture & Traditional)
Opportunistic Credit
Private Real Estate
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.