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Alternative Investments

Providing alternative investments to qualified clients allows exposure to markets and investment strategies that might not be available through traditional fixed income and equity markets.

Clients Are Demanding More. You’re Up for the Challenge.

LPL Financial offers a range of innovative products designed for formulating, supporting, or supplementing specific strategies to address your clients’ expectations, including:

  • Managed futures
  • Hedge funds
  • Fund of hedge funds
  • Private equity
  • Real estate (REITs, limited partnerships)
  • Concentrated equity strategies (exchange funds, collars, prepaid forwards)
  • Non-traded business development companies (BDCs)
  • Exchange funds
  • Alternative strategy mutual funds 

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 potential illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.