Follow these Four Steps to Optimize Your Alts Investing Form

SAM Alternatives

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For accredited investors, adding alternative investments to your portfolio can produce favorable outcomes – offering the potential for higher returns, greater diversification, and lower levels of volatility. But that means understanding and accepting certain conditions that some investors may consider drawbacks. And importantly, these higher levels of returns at lower levels of risk are only possible when alts investing is done well. Austin will discuss four crucial steps that he believes every investor must take to give themselves the best chances for successful alternative investing and his view on what types of alternatives may provide excellent investment opportunities today.

Please confirm your investor status:

Accredited Investor

You meet one or more of the following:

Individual income over $200,000 (or $300,000 joint) in each of the last two years, with expectation to earn the same this year
Net worth over $1 million, excluding primary residence
Holder of Series 7, 65, or 82 license
Entity with $5 million+ in investable assets (not formed solely for the investment)
Certain financial institutions

Qualified Purchaser

You meet one or more of the following:

You (individually or jointly) own $5 million+ in investments (excluding primary residence)
You represent an entity or trust with $25 million+ in investments
You are an entity where all beneficial owners are Qualified Purchasers

Licensed Financial Professional

You personally hold a Series 7, 65, or 82 license and are active in the industry

Institutional Investor

You represent a bank, insurance company, RIA, or other regulated financial institution

I confirm that the information provided is true and accurate to the best of my knowledge and understand that access to the webinar is limited to eligible investors.