Fluent Financial
 
 
 
 

INVESTMENT MANAGEMENT

 
 
Are you using the right mix of traditional AND alternative investments?
 

We believe that when you add alternative investments to traditional investments, you are able to significantly improve returns and lower risk. Here are samples of some of the investments we offer. For more details, please contact our office at 972.852.4800.

 

TRADITIONAL INVESTMENTS

 
 
 
Cash Instruments
 
 
Exchange Traded Funds (ETFs)
   
Corporate & Municipal Bonds
 
 
Stocks
   
 

ALTERNATIVE INVESTMENTS

 
 
 
REITs
 
 
Options
 
 
Commodities
 
 
Structured Products
 
 

Global Macro

Long/Short
 
 
Merger Arbitrage
 
 
Managed Futures
 
 

Stock Selection services

 

 
   

"Many financial advisors fail to focus on the after tax returns of a portfolio. A 10% return is great, but if 3% is lost to taxes, then that return is not as impressive." -Rusty Boaz, Partner, Fluent Financial

 

*Alternative Investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investors portfolio. The strategies employed in the managment of alternative investments may accelerate the velocity of potential losses. 

   
         
 
 
 
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