Investment

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.

-Mitchell Kramer, Founder, 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.