Diversify Your Clients’ Assets with Alternative Investments

Your high-net-worth clients and investors want more than basic investment opportunities, and Balanced Security Planning can help you provide them with a wide variety of alternatives. You’ll be able to offer your clients exposure to markets and investment strategies not accessible through traditional fixed-income and equity markets, as well as help diversify their portfolios and better manage their investments based on individual needs.

Investing in alternative investments isn’t for everyone, but your clients who are looking for more lucrative returns and are willing to bear the risks will appreciate the opportunities you will be able to offer.

Looking to white label an alternative investment with your brand? We have a variety of financial products you can re-brand and customize to set your business apart.

Firms who choose to white label products usually see an increase in:

• Obtaining new customers

• Sales

• Revenue

Contact our team to learn more.

• 1031 Exchange into a DST

• Opportunity Zones

• Private Placements

• REITs

• And more…

We can provide you with access to a wide range of alternative investments such as:

• Multi – family housing

• Cell towers

• Data centers

• Storage facilities

• Cold storage for major fast food brands

• Military defense technology funds

• Student housing

• And many more…