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Accessing private market alternatives
What are alternative investments?
Investing involves risk, including risk of loss.
This information is intended to be educational and is not tailored to the investment needs of any specific investor.
Fidelity has prepared the information available on this page for, and only intends to provide it to, qualified investors. Do not distribute or reproduce this information.
Fidelity does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.
Alternative investments are investment products other than the traditional investments of stocks, bonds, mutual funds, or ETFs. Examples of alternative investments are limited partnerships, limited liability companies, real estate, and promissory notes. Each customer is responsible for reviewing the terms of all offering and disclosure documents and agreements associated with any alternative investment and determining the appropriateness of any alternative investment chosen, including the description of risk factors contained in the Memorandum prior to making a decision to invest. Some of the risks associated with alternative investments are:
- Alternative investments may be relatively illiquid, and there is no guarantee on the timing or amount of any dividends or distributions.
- It may be difficult to determine the current market value of the asset.
- There may be limited historical risk and return data.
- A high degree of investment analysis may be required before buying.
- Costs of purchase and sale may be relatively high
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917