Of Interest

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September 23, 2024

Alternative Investment Series: Do I Qualify?

The US Securities and Exchange Commission (the SEC) has specific guidelines as to who can participate in Alternative Investments (things like Limited Partnerships and LLCs) and who cannot. Jordan Fee briefly touches on what the qualifications are, and why they even matter, in the attached video.

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We love talking alts - they have been a major differentiator for our clients and their long-term performance. Don't hesitate to schedule time with your Financial Advisor at Allium Financial to learn more.Past performance is no guarantee of future performance.