Alternative Investments, Socially Responsible Investing and ESG

Alternative investments are just that: an alternative to the traditional pool of investment options.  The world of stocks and bonds can feel limiting - especially in market cycles like we've seen over the past 5 years.  A stagnant and range-bound market environment has brought to light the option of alternative investments when striving to help provide growth, income, and improved performance.  

As a compliment to traditionally structured stock and bond portfolios, Pharos Wealth Management has recognized the benefits that alternative investments have to offer.  They can also be used to manage income in a portfolio.  Many of the income generating alternative options provide the most attractive yields available in the market.  Overall, the use of alternative investments gives you access to a tool box of options to help you pursue your financial goals.  

Socially Responsible Investing is a subset of Alternative Investing worth exploring. For those who are conscious of the environmental impact of their investments, please click here to learn more about our socially responsible investment portfolios. 

Visit with us in our Novato, California office and speak to Scott Stanley, Founder and Financial Advisor, about including alternative investments in your portfolio. 

*Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.