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Alternative Investments

As high-net-worth investors needs become increasingly complex and sophisticated, the marketplace has introduced a growing number of alternative investment products. LPL Financial has responded to this need with a range of innovative products designed for formulating, supporting or supplementing specific strategies, including:
  • Managed Futures
  • Fund of Hedge Funds
  • Private Equity
  • Real Estate (REITS, Limited Partnerships)
  • 1031 Exchange Programs
  • Concentrated Equity Solutions (Exchange Funds, Collars, Pre-paid forwards)
  • Oil & Gas Partnerships
  • Equipment Leasing
  • Structured Products

Complex tax and regulatory requirements can make sorting through and selecting the right investments for your high-net-worth clients a daunting task. LPL Financial is committed to helping you navigate the world of alternative investments.

LPL Financial provides you with information and educational materials from key resources. These include our dedicated sales desk and LPL Financial Research department, as well as our product sponsors, to help you determine which alternative investments are the most appropriate options for your clients.

(Investing in alternative investments may not be suitable for all investors and involve special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, potential illiquidity. There is no assurance that the investment objective will be attained.)