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How alternative investments may help enhance your portfolio

Explore alternative investments

Expand beyond stocks, bonds, and cash.

More to explore

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

Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk.

Please note, this information is not and should not be considered a recommendation to invest in any security and is not tailored to the investment needs of any specific investors.

Investing involves risk, including risk of loss.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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